Palm Desert City Council
August 28, 2025

Section 7. RECERTIFICATION REQUIREMENTS
Section 7.1 REQUIRED ANNUAL RECERTIFICATION. Qualified Households with a current lease will be required to recertify annually to ensure the Household remains a Qualified Household. Failure to recertify will result in the termination of tenancy.

Section 7.1.1 Recertification Appointments. The Management Company will schedule recertification appointments with the Resident to collect the necessary Income and Household documentation. The appointments will be set in advance of the lease renewal date to provide proper notice of any rent adjustments. If a Resident fails to provide required documentation within two weeks of the request, they will be notified of that assistance will be discontinued and the rent will revert to the maximum rental rate at the end of the lease term. Upon the expiration of the residential lease, the Resident will revert to a month-to-month tenancy at the maximum rental rate for the Restricted Unit for a period of not more than six (6) months at which time, with proper Notices having been given, the Resident will vacate.

Section 7.1.2 Recertification Documentation. The Management Company will require necessary documentation to recertify the Household as a Qualified Household, including but not limited to:

7.1.2.a Updated Income documentation for all household members over t18 (excluding Live-In Aides), including tax returns, pay stubs, bank statements, unemployment statements, and disability/ social security statements.

7.1.2.b Updated Assets documentation for all Household members over 18 (excluding Live-In Aides), including real property interests, savings accounts, stocks, bonds, and other investments.

7.1.2.c Documentation verifying that all Household members meet affordable housing criteria in Section 5.3.

7.1.2.d Documentation confirming that all Household members meet lease requirements in Section 5.2.1 through 5.2.6.

7.1.2.e Proof of identification for all Household members (as required in Exhibit B)

7.1.2.f Authorization forms allowing the verification Income, Assets, identification and employment for all Household members over 18. Residents’ privacy rights under federal laws apply.

7.1.2.g Any additional documentation the Management Company deems necessary to determine eligibility.
480
Administrative Plan Section 7: Recertification Requirements Management and Operations – Rental Units Effective September 1, 2025

Section 7.1.3 Annual Recertification Confirmation as a Qualified Household. Once all required recertification documentation is received, the Management Company will confirm whether the Household remains qualified. If a Household Income changes, the lease will be adjusted to reflect the new Income Category. If a Household no longer qualifies, they will transition to a month-to-month tenancy at the maximum rental rate for up to six months, after which, with proper notice, they will be required to vacate, unless limited by other federal, state, local or funding guidelines.

Section 7.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION. A circumstantial or interim recertification may be required on a case-by-case basis, as determined by the Management Company. This may initiate a new anniversary date However, no circumstantial or interim recertification will be conducted within the first twelve (12) months of tenancy.

Recertification may occur for the following reasons:

Section 7.2.1 Changes in Household Size. Changes in Household size, if anticipated to last 60 days or more.

Section 7.2.2 Change of Household Income. Changes in household Income, if they an increase or decrease exceeds 30%, and is anticipated to last for 60 or more.

Section 7.2.3 Temporary Recertification. Temporary recertification, such as decrease in Income due to unemployment or disability. Proof of such condition is required.

Section 7.3 ANNUAL INSPECTIONS. At least once annually, an inspection will be conducted by the Management Company to verify that the Residents occupying the Restricted Unit have maintained the Restricted Unit in good condition. Such inspections will be by appointment, but may or may not require the Resident to be present.

Section 7.4 FALSE STATEMENTS AND WILLFUL OMISSIONS. False statements or willful omissions made during any recertification process may result in denial of assistance or in the recapture by the Authority of the rental assistance for any period in which the amount of rental assistance was affected by any false statement or willful omission. 481
Administrative Plan Section 8: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective September 1, 2025

Section 8 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES Section 8.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION. The procedures noted in this Section 7.1 do not apply to evictions.

Section 8.1.1 End of Lease Term. With proper notice, as described in this section, the Management Company or Resident may terminate a tenancy at the expiration of the residential lease without reason or cause.

Section 8.1.2 During a Lease Term. A tenancy may be terminated during a lease term without the termination being deemed an eviction under the following circumstances:

8.1.2.a Death of the sole Resident of a Restricted Unit.

8.1.2.b By abandonment of the premises by the Resident as determined in accordance with Civil Code Section 1951.3.

8.1.2.c By the determination by the Management Company of Resident ineligibility under this Plan.

8.1.2.d By written agreement of both the Management Company and the Resident.

Section 8.1.3 Notices to Vacate for Termination of Tenancies Other Than by Eviction.

8.1.3.a Resident Notices to Vacate. Residents must provide 30 days’ written notice to vacate, “Notice of Intent to Vacate”, unless a different time period is prescribed by Civil Code Section 1946, as amended.

8.1.3.b Management Notices to Vacate. The Management Company must provide a written notice to vacate, “Notice of Termination of Tenancy”, in accordance with applicable law.

Section 8.1.4 Move-out Procedures. When a Notice to Vacate is issued, inspections may be requested and will follow the guidelines in Civil Code Section 1950.5(f), as amended.

Section 8.1.4.a Initial Pre-Inspection Request. Residents may request an initial pre-inspection of their Restricted Unit upon providing a written 30-day vacating notice to the Management Company. All pre-inspections must be requested in writing by the Resident, otherwise the Management Company will not conduct one. The PreInspection provides a 30 day option for Residents to address maintenance or repairs that the Management Company identifieds as potential repairs or maintenance that will 482
Administrative Plan Section 8: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective September 1, 2025

be required at time of move-out.

Section 8.1.4.b Scheduling the Move-out Inspection. The Management Company will coordinate with the Resident to schedule the move-out inspection no more than two weeks before the Resident vacate date. Residents will be given at least 48 hours’ notice.

Section 8.1.4.c Opting Out of a Move-Out Inspection. If the Resident opts not to request a move-out inspection, no inspection will be performed, but the Restricted Unit will be inspected to determine the necessary repairs and cleaning.

Section 8.1.4.d Inspection Exceptions. The Management Company is not required to perform an move-out inspection if the Resident has been served with an eviction notice for non-payment, lease violations property damage, unlawful use.

Section 8.1.4.e Inspection Findings. The Management Company will provided the Resident with an itemized statement detailing any repairs or cleaning needed. Deductions will not be made for normal wear and tear.

Section 8.1.4.f Final Inspection. A final inspection will be scheduled at the move-out to check for any remaining items needing repair or cleaning.

Section 8.1.4.g Resident Presence. Residents may be present during inspections; though, inspections may proceed if the Resident is not available.

Section 8.1.5 Maintenance and Repairs Necessary Due to Impending Move-out.

Corrections identified during the initial move-out inspection can be addressed by the Resident to avoid deductions from the security deposit.

Section 8.2 TERMINATION OF TENANCY THROUGH EVICTION. This section outlines the grounds and process for eviction.

Section 8.2.1 Reasons for Eviction.

Section 8.2.1.a Violations of the Lease. Lease violations, including but not limited to those outlined in the Zero Tolerance Policy (attached as Exhibit E), unlawful use of the Restricted Unit, Property damage, disruptions of other residents’ peaceful enjoyment, or health and safety risks.

Section 8.2.1.b Non-Payment of Rent. Failure to pay rent may result in eviction.

Section 8.2.1.c Misrepresentation of Eligibility Under the Plan. False 483
Administrative Plan Section 8: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective September 1, 2025

statements or willful omissions related to eligibility for the Restricted Unit.

Section 8.2.2 Eviction Process.

Section 8.2.2.a Eviction Notice. The Management Company will serve an eviction notice in in accordance with California law.

Section 8.2.2.b Verification of Occupancy. If the Eviction Notice expires, and the Resident has not vacated, the Management Company will verify occupancy. If the Restricted Unit is still occupied, court ordered eviction proceedings will begin. If the Resident has vacated, but owes money, the Management Company will take legal action to recover the balance. In the event there are sufficient monies available within the security deposit to cover any amounts due from the Resident, the deductions and/or refunds shall be made to the security deposit in accordance with Civil Code Section 1950.5 as amended.

Section 8.2.2.c Unlawful Detainer. If necessary, the Management Company will file an unlawful detainer action in court, allowing the Resident the opportunity to contest the eviction.

Section 8.3 REFUND OF SECURITY DEPOSIT. Security deposit refunds will be processed in accordance with Civil Code Section 1950.5 as amended from time to time.

Section8.3.1 Notification of Itemized Security Deposit Disposition. After inspection and assessment of the conditions of the vacated Restricted Unit, and after all necessary cleaning and repairs have been performed, the Management Company will notify the Resident of the security deposit disposition within 21 days. The Management Company will mail or deliver a copy of an itemized statement indicating the detailed charges against the security received and the amount to be refunded, if any. Attached to the itemized statement to the Resident shall be copies of invoices and charges incurred in order to clean or repair the Restricted Unit.

Section 8.3.2 Resident’s Entitlement to Security Deposit. If Resident is not notified as to the disposition of the security deposit within the required notification period in Section 8.3.1, the Resident shall be entitled to 100 percent of the original security deposit amount.
484
Administrative Plan Section 8: Grievance Process
Management and Operations – Rental Units Effective September 1, 2025

Section 9 GRIEVANCE PROCESS
Section 9.1 GRIEVANCE APPLICABILITY. This Grievance process shall be applicable to all Applicants and Residents of the Authority. Grievances that may be considered under this process will include actions related to the Resident’s tenancy, but does not apply to non-payment of rent and the other matters governed by Section 8.2. Under no circumstance may a Grievance be filed after issuance of any notice in accordance with Section 8.2.2. A copy of this process shall be provided to all Residents prior to occupancy of the Restricted Unit, and shall be provided to any Applicant upon request.

Section 9.2 GRIEVANCES PROCEDURES. If an Applicant or Resident perceives any representative of the management to have engaged in discriminatory behavior concerning lease requirements, disability status, accommodation requests, application processing, management policies, resulting in an adverse impact on the complainant's rights, the initial recourse is to engage in an informal discussion of the incident between the complainant and the management. Regular and transparent communication between the manager and residents or applicants is the optimal approach to prevent misunderstandings and foster mutual respect. In the event that an amicable resolution is not achieved through informal discussion, the following steps should be pursued:

Section 9.2.1 Informal Grievance Review. The goal of the informal review is to settle the problem without the need for a formal review. If the resident or applicant has a complaint and requests a review, they will first have an informal review with the Property Manager or Regional Manager of Property Manager.

9.2.1.a The Resident or Applicant must personally present their grievance, either orally or in writing, to Property Manager’s management office so that management may discuss the grievance with them informally. While they can present their grievance orally, it is better to state the grievance in writing. The grievance must specify both the specific ground(s) for the grievance and the action or relief sought.

9.2.1.b The resident or applicant must present their grievance within a reasonable time, not to exceed ten (10) working days following the incident or action upon which the grievance or dispute is based.

9.2.1.c Once requested, an informal review will be held between the resident or applicant and management within five (5) working days following management’s receipt of the request.

Section 9.2.2 Procedures for Appeal and Grievance. Resident complaints shall be processed according to the Grievance and Appeal Procedure if applicable. This procedure allows for both informal and formal hearings, while not waiving the rights of the resident, Owner, Property Management or the Housing Authority to any judicial resolution of the matter.
485
Administrative Plan Section 8: Grievance Process
Management and Operations – Rental Units Effective September 1, 2025

Section 9.2.3 Grievance Process. Once the Property has received a grievance, within ten (10) business days the Management Company shall:

9.4.1 Review the grievance and any supporting information.

9.4.2 Provide information on how the individual who filed the grievance and/or their representative can see and copy their file and any records related to the grievance.

9.4.3 Schedule a meeting between the individual who filed the grievance and/or their representative and a management agent who was not involved in the original action/decision so that they can review it. At the meeting.

9.4.4 Provided an opportunity to present evidence and witnesses.

9.4.5 Residents have the right to be represented or accompanied by a person of their choice at the meeting.

9.4.6 Once the meeting has occurred, within five (5) business days Property Management shall: Make a written determination on the issue, which states the reason for the decision and the evidence relied on in making the decision.
486
Administrative Plan Exhibit A
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT A

MULTI-FAMILY APARTMENTS
Project No. Units Telephone
1 CALIFORNIA VILLAS
77-107 California Avenue 141 (760) 345-0452
2 DESERT POINTE
43-805 Monterey Avenue 64 (760) 340-6945
3 LAGUNA PALMS
73-875 Santa Rosa 48 (760) 836-1455
4 NEIGHBORS
73-535 Santa Rosa Way 24 (760) 340-6945
5 ONE QUAIL PLACE
72-600 Fred Waring Drive 384 (760) 568-9835
6 PALM VILLAGE APARTMENTS
73-650 Santa Rosa Way 36 (760) 836-1455
7 TAOS PALMS
44-830 Las Palmas Avenue 16 (760) 340-6945
8 SANTA ROSA APARTMENTS
73-625 Santa Rosa Way 20 (760) 836-1455

SENIOR APARTMENTS
9 CANDLEWOOD
74000-74002 Shadow Mountain Drive 30 (760) 568-3640
10 CARLOS ORTEGA VILLAS
77-915 Avenue of the States 73 (760) 345-1500
11 CATALINA GARDENS
73-600 Catalina Way 72 (760) 568-3640
12 LA ROCCA VILLAS
42-135 Golden Eagle Lane 27 (760) 773-9040
13 LAS SERENAS
73-315 Country Club Drive Desert 150 (760) 773-9040
14 THE PUEBLOS
73-695 Santa Rosa Way 15 (760) 568-3640
15 SAGECREST SENIOR
73-811 Santa Rosa Way 14 (760) 568-3640
487
Administrative Plan Exhibit B
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT B

NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK

INFORMATION BY TYPE OF FUNDING
SOURCE

OF INFO INFORMATION

FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED

INVESTIGATI
ON

DISCLOSURE
& CONSENT

INVESTIGATI
ON

DISCLOSURE
& CONSENT
Law
enforcem
ent
agencies
Illegal Drug Use Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
Drug Use that Interferes
with Health & Safety of
Others
Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
Sex Offenses Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
“Serious” crimes
• murder,
mayhem, rape,
burglary
• hate crimes
• offenses re
firearms /
explosives
• felonies
involving
drugs, alcohol
• domestic
violence
May obtain
Must notify
applicant, if
basis for
denial
May obtain
Must notify
applicant, if
basis for
denial
Juvenile Records Prohibited N/A Prohibited N/A
Arrests Not Resulting in
Conviction Prohibited N/A Prohibited N/A
State /
Federal
Governm
ent
Social Security Numbers Required
Housing
Auth. must
require &
applicant
must
consent
May Obtain
Application
must
indicate
disclosure is
voluntary
Citizenship / Residency
Info Required
Housing
Auth. must
require &
applicant
must
consent
Prohibited
N/A. But, if
Housing
Auth. Has
unsolicited
evidence
that
applicant is
undocument
ed, it must
reject the
application
Income / family
composition & tax info, to
verify eligibility
Required
Housing
Auth. must
require &
Required
Housing
Auth. must
require &
488
Administrative Plan Exhibit B
Management and Operations – Rental Units Effective September 1, 2025

SOURCE

OF INFO INFORMATION

FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED

INVESTIGATI
ON

DISCLOSURE
& CONSENT

INVESTIGATI
ON

DISCLOSURE
& CONSENT
applicant
must
consent
applicant
must
consent
Credit
Agencies
Investigative Consumer
Report
• Credit History
• Character
• Reputation
• Personal
characteristics
• Mode of living
May Obtain
Housing
Authority
must notify
applicant
May Obtain
Housing
Authority
must notify
applicant
• Convictions
• Civil Actions
• Tax Liens
• Outstanding
Judgments
May
Obtain, but
only if
credit
agency has
verified
info within

Housing
Authority
must notify
applicant
May
Obtain, but
only if
credit
agency has
verified
info within

Housing
Authority
must notify
applicant
• Bankruptcies
more than 10y
prior
• Civil
judgments
more than 7y
old
Prohibited N/A Prohibited N/A
Public
Records
Obtained
From
Other
Sources;
Interviews
with
Neighbor
s, Friends
&
Associate
s
Relevant background
information
• Creditworthine
ss
• Credit standing
• Credit capacity
• Civil actions
• Convictions
• Tax Liens
• Outstanding
Judgments
• Character
• General
Reputation
• Personal
characteristics
• Mode of Living
May Obtain
Must notify
applicant, if
basis for
denial.

Consent
recommend
ed.

May Obtain
Must notify
applicant, if
basis for
denial.

Consent
recommend
ed.

In addition to credit reporting agencies, background check information may be obtained from CIC, and similar reputable resources.
489
Administrative Plan Exhibit C
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT C
[RESERVED]
490
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT D

ANIMAL POLICY
Section 1 Definitions
For purposes of this Animal Policy, the following terms shall have the meanings provided in this Section:

Section 1.1. Assistance Animal ‒ shall mean an animal that works, provides assistance, or performs tasks for the benefit of a person with a disability, or provides emotional support that alleviates one or more identified symptoms or effects of a person's disability.

Assistance Animals perform many disability-related functions, including but not limited to, guiding individuals who are blind or have low vision, alerting individuals who are deaf or hard of hearing to sounds, providing protection or rescue assistance, pulling a wheelchair, fetching items, alerting persons to impending seizures, or providing emotional support to persons with disabilities who have a disability-related need for such support. Notwithstanding the preceding definition, the companion animal of an Elderly Household shall also qualify as an Assistance Animal.

Section 1.2. Owner ‒ shall mean the person with primary responsibility for the care of a Assistance Animal or Service Animal.

Section 1.3. Service Animal ‒ shall mean any dog that is individually trained to do work or perform tasks for the benefit of an individual with a disability, including a physical, sensory, psychiatric, intellectual, or other mental disability. Other species of animals, whether wild or domestic, trained or untrained, are not Service Animals for the purposes of this definition.

The work or tasks performed by a Service Animal must be directly related to the individual's disability. Examples of work or tasks include, but are not limited to, assisting individuals who are blind or have low vision with navigation and other tasks, alerting individuals who are deaf or hard of hearing to the presence of people or sounds, providing non-violent protection or rescue work, pulling a wheelchair, assisting an individual during a seizure, alerting individuals to the presence of allergens, retrieving items such as medicine or the telephone, providing physical support and assistance with balance and stability to individuals with mobility disabilities, and helping persons with psychiatric and neurological disabilities by preventing or interrupting impulsive or destructive behaviors. The crime deterrent effects of an animal's presence and the provision of emotional support, well-being, comfort, or companionship do not constitute work or tasks for the purposes of this definition.

Section 1.4 Pets – shall mean a domesticated cat, dog, bird, or fish which are traditionally kept in the household for pleasure rather than for commercial purposes. Animals prohibited as Pets include but are not limited to reptiles, rodents, rabbits, turtles, insects, snakes, monkeys, primates, farm animals, wild or exotic animals, endangered species.

Section 2 Permitted Animals
Section 2.1. Households are allowed to keep Pets, Assistance Animals or Service Animals in their Restricted Unit in accordance with this Animal Policy, subject to the following 491
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective September 1, 2025

restrictions Landlord grants Resident permission to keep the following pets on the condition that Resident complies with the following rules and regulations. Only the pet(s) described and authorized on pet lease addendum are allowed. Landlord must approve any additional or other pets:

1. No more than one cat or one dog shall be allowed in a Restricted Unit, except as otherwise permitted by the Management Company;

2. No more than two birds shall be allowed in a Restricted Unit;

3. Fish aquariums must not exceed 15 gallons of water;

4. An animal cannot be kept on the premises if it has a venomous bite; and

5. An animal cannot be kept on the premises if it has previously bitten anyone, unless (1) the bite occurred while working as a police or military dog, or (2) the bite victim was partly or wholly at fault for the bite.

Section 2.2. All Pets, Assistance Animals and Service Animals must wear a harness, lease or tether when outside of the Restricted Unit unless such equipment would interfere with the Assistance Animal or Service Animal's safe, effective performance of work or tasks, in which case the Assistance Animal or Service Animal must be otherwise under the Resident's control (e.g., voice control, signals, or other effective means).

Section 3 Required Fees and Payments
Section 3.1. The Resident will be responsible for all reasonable expenses directly related to the presence of the animal on the premises, including the cost of repairs and replacement in the Restricted Unit, and the cost of animal care facilities if needed. These charges are due and payable within 30 days of written notification.

Section 3.2. The Resident will not be charged a deposit for any Assistance Animal or Service Animal, but the Resident is liable for any damage caused by that animal. An addition to the Security Deposit of $300.00 will be required for each pet. However, the Resident's liability for damage caused by the pet is not limited to the amount of Security Deposit and the Resident will, therefore be required to reimburse Property Manager for damages that exceed such the Security Deposit. Any unit occupied by a pet may require fumigation upon Resident vacating.

Should fumigation be required, any applicable fees/charges will be deducted from the Security Deposit.

Section 3.3. All animals shall be spayed or neutered and licensed, if applicable. If an animal is not spayed or neutered and has offspring, the Household is in violation of this rule.

Section 4 Sanitation Standards
Section 4.1. Any animal waste deposited must be removed immediately by the animal’s Owner. Residents will take adequate precautions to eliminate any animal odors within or around the Restricted Unit and maintain the Restricted Unit in a sanitary condition at all times. If the Resident fails to comply with this section, the Management Company shall issue a written complaint directing the Resident to eliminate the unsanitary condition(s) in or around the Restricted Unit. If the Resident fails to eliminate the unsanitary condition(s) within 24 hours of 492
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective September 1, 2025

receipt of the complaint, the Management Company reserves the right to take any actions necessary to eliminate the unsanitary condition(s) and charge the Resident for any reasonable expenses related to such cleanup.

Section 4.2. All animals are to be fed inside the Restricted Unit. Feeding is not allowed on porches, sidewalks, patios or other outside area.

Section 5 Potential Problems and Solutions
Section 5.1. Residents will not permit any disturbances by their animal(s) that interferes with the quiet enjoyment of other Residents, whether by loud barking, howling, biting, scratching, chirping or other aggressive or disruptive behavior.

Section 5.2. The Management Company may enter the Resident’s Restricted Unit to inspect the premises with notice appropriate to the circumstances, to investigate a complaint that there is a violation, and/or to check on a nuisance or threat to health and safety of other Residents.

Section 5.3. If an animal is threatened by the incapacitation or death of the Owner (or by extreme negligence), the Authority may place the animal in a proper facility for up to 30 days at the Owner’s expense. If there is no other solution at the end of 30 days, the Authority may donate the animal to a humane society. Cost of this professional care will be borne by the Owner.

Section 5.4. Violation of this Animal Policy by a Resident is subject to:

1. Lease termination proceedings; or

2. Any other penalty determined by the Management Company to be appropriate under the circumstances.

Section 6 Indemnification by Owner
Section 6.1. The Resident shall indemnify, defend and hold harmless the Authority, the Successor Agency and the City from and against any and all claims, actions suits, judgments and demands brought about by actions or damages caused by any Assistance Animal or Service Animal kept by the Resident in accordance with this Animal Policy. Any injury or damage to persons or property caused by the Resident’s animal(s) shall be the liability of said Resident. At the Resident’s discretion and expense, the Resident is responsible for securing liability insurance for such purpose.

This policy is incorporated by reference into the Lease Agreement signed by the Resident, and therefore, violation of the above policy will be grounds for termination of the lease.

Acknowledgement by Resident Date
493
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective September 1, 2025

Resident Printed Name Authority Property and Apartment No. 494
Administrative Plan Exhibit E
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT E
Housing Authority Zero Tolerance Policy

PURPOSE
The Authority is committed to maintaining a safe, secure, and peaceful living environment To that end, “Prohibited criminal activity” including violent or drug-related criminal activity, or any conduct that threatens the health, safety or peaceful enjoyment of other Residents or individuals in the vicinity of Authority-managed properties and program, will not be tolerated. A copy of this Zero Tolerance Policy will be provided to all Applicants and Residents in Authority-administered programs.

POLICY
The Authority will implement a crime-free housing strategy with a zero tolerance approach toward prohibited criminal activity. The following actions will be enforced:

1. Deny or Terminate Assistance. Any Household containing a member who is currently engaged, or has engaged within a reasonable time period (as determined by the Authority) in, the criminal activity listed below will have assistance denied or terminated. This includes:
(a) drug-related criminal activity;
(b) violent criminal activity;
(c) criminal activity that endangers the health, safety, or peaceful enjoyment of others;
(d) criminal activity threatening the health or safety of Authority employee, contractors or agents.

2. Application Denial: Applications will be denied for any behavior that could prove to be detrimental to the health, safety, or peaceful enjoyment of other Residents.

3. Background Checks. A criminal background check will be conducted for every Household member over the age of 18. Any criminal convictions, particularly involving violence or drug related offenses, during a reasonable period prior to the application (as determined by the Authority) may result in a denial.

4. Resident Responsibility. Residents will be reminded of their responsibility to keep their Restricted Units free from prohibited criminal activity.

5. Lease Addendum. All leases will include an addendum outlining grounds for termination of tenancy due to criminal activity.

6. Management Guidelines. Management will follow established guidelines for screening Applicants, inspecting properties, and taking action against Residents involved in criminal activity, fraud, or any nuisances.

7. Collaboration with Law Enforcement. The Authority will work closely with law enforcement agencies to support the enforcement of the Zero Tolerance Policy, and address crime patterns and other safety concerns.

Acknowledgement by Resident Date
495
Administrative Plan Exhibit E
Management and Operations – Rental Units Effective September 1, 2025

Resident Printed Name Authority Property and Apartment No. 496
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT F

HOUSING AUTHORITY PROPERTIES RESIDENT SERVICES BUILDINGS “HOUSE RULES”
Permission for use of the Resident Services Buildings at any of the Palm Desert Housing Authority (“Authority”) Communities shall be granted to the following on a firstcome/first-served basis, subject to the following priorities.

1. Authority Community Leasing Office Activities or Meetings.

2. Authority Community Residents Activities and Programs organized or approved by the Property Manager (may include daily routine activities).

3. City of Palm Desert, Successor Agency to the Palm Desert Redevelopment Agency, and Authority meetings or activities.
497
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective September 1, 2025

RESIDENT SERVICES BUILDINGS

1. Operations Hours are 8:00 a.m. to 5:00 p.m., Monday through Friday, except City observed Holidays which are as follows: New Year’s Day, New Year’s Eve, Martin Luther King Jr. Birthday, President’s Day, Memorial Day, Independence Day, Labor Day, Veteran’s Day, Thanksgiving Day, and Christmas Day, and Christmas Eve. The Executive Director, at his/her discretion, may authorize alternate operating hours from time to time with the proper facility supervision.

2. Conduct. Disorderly or illegal behavior is prohibited during any activities or programs in the Resident Services Buildings.

3. Smoking. Smoking is not allowed inside the Resident Services Buildings and within 40 feet of any entrances or exits, or as prescribed by state, or local law.

4. Animals. Only animals authorized under the Animal Policy, are permitted on the Resident Services Buildings property.

5. Food & Drink. No food or drink is allowed inside the Resident Services Buildings building except during organized events or functions.

6. Alcohol & Substance. Alcoholic beverages and controlled substances are strictly prohibited on the Resident Services Buildings property.

7. Lost or Stolen Items. The Resident Services Buildings is not responsible for any lost or stolen items. It is recommended not to bring of valuables into the building or on the premises.

8. Respect for Residents. Access to the Resident Services Building involves walking through residential areas. Be considerate of the quiet enjoyment of surrounding Residents at all times.

9. Approval for Equipment & Services. Written approval from the Manager is required for any equipment or services brought into the building that are not directly provided by the Resident Services Buildings.

10. Children and Youth Supervision. Children under 10 must be accompanied by an adult (18 or older).within close proximity (within arm’s-distance). For Youth organizations (ages 11-18), there must be one adult for every five minors in 498
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective September 1, 2025

attendance, and the adult(s) must remain in the Resident Services Buildings for the entire activity.

11. The Resident Services Buildings is offered for gatherings and events in its current condition. Users must not alter the setup of the facility by moving or removing any provided furniture or fixtures (e.g. tables, chairs, etc.). Similarly, no additional fixtures may be brought in or added. Decorations on walls, tables and other surfaces must remain as originally placed and cannot be altered or covered. If there are any questions regarding this guidelines, please contact the Manager before the event. The Manager reserves the right to inspect the Resident Services Buildings during use to ensure compliance. Failure to follow these rules may result in immediate cancellation or revocation of the event at the Manager’s discretion.

12. The use of tape, nails, tacks, putty, screws, staples, decals, powders, wax, paint, or any other similar material is prohibited on the walls, floors, ceilings or fixtures.

Throwing rice, birdseed, confetti, glitter or similar substances inside or outside the building is also prohibited. Smoke or fog machines are not allowed. Music devices may be permitted with prior written approval from the Manager.

13. All facility users must be aware of and adhere to the maximum occupancy limits of the Resident Service Building. These limits not be exceeded. Doors must remain unlocked during event hours.

14. In addition to these House Rules, all users must comply with applicable ordinances of the City of Palm Desert, as well as state and federal laws. Any failure to comply with these regulations may may result in the user being prohibited from accessing the Resident Service Building.

15. Users of the facility are prohibited listing the City of Palm Desert, the Successor Agency, or the Authority as a sponsors for any event or activities, and may not include the Resident Services Buildings phone number as a contact in any promotional materials. The Manager may request copies of any promotional materials related to an event or activities. Failure to comply with such a requests may result in the cancellation of the event.

16. Parking is not available on-site. All facility users will be required to make their own provision for parking.

17. Facility users are responsible for cleaning up after each event or activities.

Tables and chairs must be wiped clean before leaving the premises.

18. The City of Palm Desert, the Successor Agency, and the Authority assume no legal responsibility and are not liable for personal injuries, thefts or losses of 499
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective September 1, 2025

private property while on or using the Resident Services Buildings and associated facilities.

19. All facilities and equipment must be returned to their original condition following use.

Any violation of these rules during occupancy may result in the denial future use of the Resident Services Buildings by the organization.21. Failure to comply with these rules, local ordinances, or regulations, of the City of Palm Desert may may result in the denial of future access to the Resident Services Buildings facility.

22. Any incidents of fighting, vandalism or inapproriate behavior during an event will result in immediate cancellation of the event.

I, the undersigned, acknowledge that I have read all the rules listed above regarding the use of the Resident Services Buildings and agree to abide by such rules and regulations as set forth by the Palm Desert Housing Authority.

Resident Signature:

Resident (Printed) Name:

Authority Property:

Apartment Number:

Date:
500
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective September 1, 2025

EXHIBIT G

SMOKE-FREE POLICY

PURPOSE
Section 1. Findings
Section 1.1 On December 10, 2009 the City of Palm Desert (the “City”) approved Ordinance No. 1200 regulating smoking throughout the City to promote public health, safety, and welfare by discouraging the inherently dangerous behavior of smoking around nonsmokers, especially children; and by protecting the public from exposure to secondhand smoke where they live, work, and play.

Section 1.2 In accordance with the purposes of Ordinance No. 1200, as amended, the Palm Desert Housing Authority (the “Authority”) has declared all of the owned, operated, restricted or otherwise controlled Authority Properties (“Authority Properties”) to be smoke free communities to insure the quality of air and the safety of its residents.

Section 1.3 Ordinance No. 1200 and this policy recognize there is no constitutional right to smoke.

Section 1.4 The efforts to designate Authority Properties as smoke-free does not make the Authority or any of its managing agents the guarantor of health of any person or the smoke-free condition of any property. The Authority will take reasonable steps to enforce the Smoke-Free Policy but shall not be required to take to take any action unless the Authority or any of its managing agents has actual knowledge of the smoking and the identity of the responsible resident.

Section 2. Definitions
A. “Affordable Residential Community” means a residential property containing two (2) or more units that are owned, operated and restricted or otherwise controlled by the Authority.

B. “Authority Property (-ies)” means any community owned, operated restricted or otherwise controlled by the Authority from time to time.

C. “City” means the City of Palm Desert, and its related entities including the Authority.

D. “Community” see definition for Affordable Residential Community.

E. “Reasonable distance” means a distance of twenty (20) feet from the community, or such larger area as the City Manager/Executive Director reasonably determines in writing to be necessary in a given circumstance to ensure that occupants of the 501
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective September 1, 2025

Affordable Residential Community an area in which smoking is prohibited are not exposed to secondhand smoke created by smokers outside the area.

F. “Resident” means anyone included on a current lease agreement for any unit in an Authority Property.

G. “Secondhand smoke” means smoke or vapor from tobacco, nicotine products, any weed, plant or product created by the burning, carrying, or operating of any lighted pipe, hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or similar kind of smoking equipment, and the smoke or vapor exhaled by an individual who engages in smoking.

H. “Smoke-free Community” means that smoking is prohibited in all areas of the community, including but not limited to community rooms, community bathrooms, lobbies, reception areas, hallways, laundry rooms, stairways, offices and elevators, within the interior of all units, and within the perimeter outside of the buildings including entry ways, porches, balconies, and patios (to be established in accordance with this policy).

I. “Smoking” or to “Smoke” means holding, possessing, or operating any lighted pipe, hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or similar kind of smoking equipment that is emitting smoke or vapor from tobacco, nicotine products, any weed, plant or other product.

Section 3. Smoking Regulation
Section 3.1 Smoking is prohibited in all areas of an Affordable Residential Community owned, operated, restricted or otherwise controlled by the Authority.

Section 3.2 “No Smoking” signs will be posted at the entrance area of each Affordable Residential Community.

Section 3.3 All residents of an Affordable Residential Community are required to sign an acknowledgement that they have received and read a copy of this policy and that they will observe all rules related to smoking.

Section 3.4 Residents are responsible for the actions of their household, their guests, and visitors.

Section 3.5 Failure to adhere to any of the conditions of this policy will constitute both a material non-compliance with the rental/lease agreement and a serious violation of the rental agreement.

Section 3.6 Residents will be responsible for all costs to remove smoke, odor, or residue upon any violation of this policy.

Section 3.7 Any resident who smells smoke in an Affordable Residential Community or otherwise observes a violation of this policy should report this to the Authority Property 502
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective September 1, 2025

manager as soon as possible. No person shall harass or attempt to intimidate any person seeking to obtain compliance with this policy.

Section 3.8 This policy does not require residents to quit smoking in order to live in an Authority Property. Authority staff will provide information regarding smoking cessation resources to residents who wish to quit smoking.

Section 4. Implementation Timeline and Procedure
Section 4.1 This policy shall be implemented as follows:

All Affordable Residential Communities owned, operated, restricted or otherwise controlled by the Authority will be 100% smoke free from the date this resolution is implemented, provided the Authority has satisfied all notice requirements provided under the laws of the State of California.
------------------------------------------------------------------------

RESIDENT ACKNOWLEDGEMENT
As head of household, I hereby acknowledge that I have received, read, and that I understand the above smoking policy and I agree to abide by the provisions. I understand acknowledge that failure to comply with any part is cause for termination of my lease.

Resident Signature:

Resident (Printed) Name:

Authority Property:

Apartment Number:

Date:
503
504

ADMINISTRATIVE PLAN

ADMINISTRATIVE POLICIES AND PROCEDURES
of the

PALM DESERT HOUSING AUTHORITY
for the Management and Operation of its

AFFORDABLE HOUSING RENTAL UNITS
73-510 Fred Waring Drive
Palm Desert, CA 92260
Phone: (760) 346-0611
www.cityofpalmdesert.org
Effective November 19, 2020September 1, 2025
Version 34.0
505

TABLE OF CONTENTS
ABOUT THE AUTHORITY ................................................................................................................. 1

1.0 DEFINITIONS ....................................................................................................................... 32

2.0 ABOUT THE PLAN ............................................................................................................ 119

2.1 PURPOSE OF PLAN ................................................................................................... 119

2.2 APPLICABILITY OF THE PLAN ................................................................................. 119

2.3 ADMINISTRATOR OF THE PLAN............................................................................... 119

2.4 FISCAL RESPONSIBILITIES....................................................................................... 119

2.5 EQUAL OPPORTUNITY.............................................................................................. 119

2.6 LIMITED ENGLISH PROFICIENCY............................................................................... 11

2.7 PROPERTIES............................................................................................................ 1110

3.0 FAIR HOUSING – REASONABLE ACCOMODATIONS ..................................................... 14

3.1 REASONABLE ACCOMODATIONS ............................................................................ 14

3.2 REQUEST FOR ACCOMODATIONS........................................................................... 14

4.0 RESIDENT SELECTION AND WAITING LIST PROCEDURES........................................ 171

43.1 WAITING LIST INTEREST REGISTRATION FORMAPPLICATION .......................... 171

43.2 ESTABLISHMENT OF WAITING LISTS..................................................................... 171

43.3 ELIGIBILITY FOR WAITING LIST .............................................................................. 171

43.4 PLACEMENT ON THE WAITING LIST ...................................................................... 171

43.5 NOTIFICATION OF AVAILABLE UNIT....................................................................... 181

43.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME OR HOUSEHOLD CHANGES .......................................................................................... 182

43.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED INTEREST.................................................................................................................. 182

43.8 ALL UNITS ARE AFFORDABLE ................................................................................ 129

43.9 PREFERENCES......................................................................................................... 192

43.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY .......................... 193

43.10.1 Property Income Composition and Income by Unit Allocation .................... 2013

43.10.2 Unit Under/Over Utilization ......................................................................... 2013

43.10.3 Offer and Acceptance of a Restricted Unit ................................................. 2013

43.10.4 Unit Availability and Transfers .................................................................... 2014

43.10.4a Emergency Transfer.................................................................................. 2114

43.10.4b Disabled Person Accommodation ............................................................. 2114

43.10.4c Required Transfer ..................................................................................... 2114

43.10.4d Medical Transfer ....................................................................................... 2114

43.10.4e Requested Transfers................................................................................. 2114

43.11 Conflicts Prohibited ................................................................................................. 2115

54.0 APPLICATIONS AND HOUSEHOLD QUALIFICATION.................................................. 2316

54.1 APPLICATION.......................................................................................................... 2316

54.1.1 Contact Information .................................................................................... 2316

54.1.2 Income........................................................................................................ 2316

54.1.3 Assets......................................................................................................... 2516

54.1.4 Affordable Requirements............................................................................ 2516

54.1.5 Applicant Lease Requirements................................................................... 2516

54.1.6 Identification ............................................................................................... 2516

54.1.7 Consent/Verification Forms ........................................................................ 2516

54.1.8 Application Fee........................................................................................... 2516

54.1.9 Other Information........................................................................................ 2517

54.2 APPLICANT LEASE REQUIREMENTS ................................................................... 2517 506

54.2.1 Age Requirements...................................................................................... 2517

54.2.2 Income History/Verification......................................................................... 2617

54.2.3 Self-Employment ........................................................................................ 2617

54.2.4 Lease Income Requirement ....................................................................... 2617

54.2.5 Rental History............................................................................................. 2617

54.2.6 Criminal Background Check..................................................................... 2617

54.3 AFFORD QUALIFICATION REQUIREMENTS......................................................... 2618

54.3.1 Household Income Criteria ......................................................................... 2618

54.3.2 No Ownership in Real Property or Mobilehomes........................................ 2718

54.3.3 Certification and Recertification of Eligibility ............................................... 2718

54.3.4 Proof of Income .......................................................................................... 2718

54.3.5 Changes in Income..................................................................................... 2718

54.3.6 Primary Residence Requirement................................................................ 2718

54.3.7 Other Housing Assistance .......................................................................... 2718

54.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION VERIFICATIONS .............................................................................................................. 2718

54.4.1 Applicantion Certifications and Verifications............................................... 2718

54.4.2 Credit Reports/Background Checks ........................................................... 2919

54.5 ADDITIONAL DOCUMENT SUBMITTAL.................................................................. 3020

54.6 APPLICATION ACCURACY..................................................................................... 3120

54.7 APPLICATION APPROVAL/DENIAL........................................................................ 3120

65.0 LEASING POLICIES AND PROCEDURES ..................................................................... 3221

65.1 RESIDENTIAL LEASE AND ADDENDA................................................................... 3221

6.2 RESIDENTIAL LEASE POLICIES AND NOTICES....................................................... 34

6.35.2 LEASE DEPOSITS................................................................................................. 3422

6.45.3 LEASE PAYMENTS AND LATE CHARGES .......................................................... 3422

6.55.4 LEASE ADDENDA IN WRITING ............................................................................ 3523

6.65.5 LEASE MODIFICATIONS ...................................................................................... 3523

6.75.6 PRE-OCCUPANCY INSPECTION ......................................................................... 3523

6.85.7 RENTAL RATES .................................................................................................... 3523

6.85.7.1 Setting Rental Rates................................................................................... 3523

6.85.7.2 Rental Rents Based on Standard Occupancy ............................................ 3523

6.85.7.3 Household Rent.......................................................................................... 3623

6.95.8 MAINTENANCE AND ENTRY TO RESTRICTED UNITS ...................................... 3623

6.105.9 LEASE RENEWALS............................................................................................. 3624

6.115.10 NO SUBLETTING............................................................................................... 3624

6.125.11 LIVE-IN AIDES ................................................................................................... 3624

6.135.12ANIMALS……………………………………………………………………………....... 3724

6.14 RESIDENTIAL LEASE ENFORCEMENT...................................................................... 37

76.0 RECERTIFICATION REQUIREMENTS ........................................................................... 3825

76.1 REQUIRED ANNUAL RECERTIFICATION.............................................................. 3825

76.1.1 Recertification Appointments...................................................................... 3825

76.1.2 Recertification Documentation.................................................................... 3825

76.1.3 Annual Recertification Confirmation as a Qualified Household .................. 3926

76.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION........................................... 3926

76.2.1 Changes in Household Size ....................................................................... 3926

76.2.2 Change of Household Income .................................................................... 3926

76.2.3 Temporary Recertification ………………………………………………........ 4026

76.3 ANNUAL INSPECTIONS.......................................................................................... 4026

76.4 FALSE STATEMENTS AND WILLFUL OMISSIONS ............................................... 4027

87.0 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES .............................. 4128

87.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION.............................. 4128

87.1.1 End of Lease Term..................................................................................... 4128 507

87.1.2 During a Lease Term.................................................................................. 4128

87.1.3 Notices to Vacate for Termination of Tenancies Other than by Eviction..... 4128

87.1.3a Resident Notices to Vacate ........................................................................ 4128

87.1.3b Management Notices to Vacate.................................................................. 4128

87.1.4 Move-out Procedures ................................................................................. 4128

87.1.4a Notice of Option to Request an Initial Pre-Inspection Request................... 4128

87.1.4b Scheduling the Initial Move-out Inspection ................................................. 4229

87.1.4c Opting Out of a Pre-Move-Out Inspection .................................................. 4229

87.1.4d Inspection Exceptions................................................................................. 4229

87.1.4e Inspection Findings..................................................................................... 4229

87.1.4f Final Inspection .......................................................................................... 4229

87.1.4g Resident Presence................................................................................... 4229

87.1.5 Maintenance and Repairs Necessary Due to Impending Move-out............ 4329

87.2 TERMINATION OF TENANCY THROUGH TO EVICTION ...................................... 4330

87.2.1 Reasons for Eviction............................................................................... 434330

87.2.1a Violations of the Lease ............................................................................... 4330

87.2.1b Non-Payment of Rent................................................................................. 4330

87.2.1c Misrepresentation of Eligibility Under the Plan ........................................... 4330

87.2.2 Eviction Process......................................................................................... 4330

87.2.2a Eviction Notice............................................................................................ 4330

87.2.2b Verification of Occupancy........................................................................... 4330

87.2.2c Unlawful Detainer ....................................................................................... 4430

87.3 REFUND OF SECURITY DEPOSIT......................................................................... 4431

87.3.1 Notification of Itemized Security Deposit Disposition.................................. 4431

87.3.2 Resident’s Entitlement to Security Deposit................................................. 4431

98.0 GRIEVANCE PROCESS.................................................................................................. 4532

98.1 GRIEVANCE APPLICABILITY.................................................................................. 4532

98.2 GRIEVANCES PROCEDURES................................................................................ 4532

98.2.1 Informal Grievance ..................................................................................... 4532

9.2.2 Procedures for Appeal and Grievance............................................................ 45

98.2.32 Informal HearingGrievance Process........................................................... 4533

EXHIBITS
EXHIBIT A ................................................................................................................... 4834 EXHIBIT B ................................................................................................................... 4935 EXHIBIT C ................................................................................................................... 5137 EXHIBIT D ................................................................................................................... 5238 EXHIBIT E ................................................................................................................... 5541 EXHIBIT F ................................................................................................................... 5742 EXHIBIT G ................................................................................................................... 6246 508
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

ABOUT THE AUTHORITY
“The mission of the Palm Desert Housing Authority is to serve the citizens of Palm Desert by providing decent, safe, sanitary, and affordable housing to qualifying households whose incomes are very low to moderate including publicprivate partnerships.” The Palm Desert Housing Authority (Authority) was createdestablished in December of 1997 by the Palm Desert City Council to operate manage certain affordable rental properties located in the City. Palm DesertThese properties were acquired by the former Palm Desert Redevelopment Agency (former RDA) from the Riverside County Housing Authority (RCHA).

Before Prior to the Agency’s acquisition, the RCHA owned and operated the 725 affordable units forin Palm Desert. In 2012, as part of statewide legislation that dissolved California law eliminated redevelopment agencies throughout the state, and the City of Palm Desert (City) designated the Authority as the successor housing entity. Today Tthe Authority, as successor, now owns over more than 1,000 affordable rental units with. The income levels ranginge from very low (20 percent of the Riverside County Area Median Income) to moderate (up to 120 percent of the Riverside County Area Median Income). The members of the City Council members were appointedserve as the Authority’s Board (the Board or Authority Board),. And Tthe Authority Board established a Housing Commission made up comprised of community members of the community to provide review and advise on matters to come before the Authority Board.

The Authority collaborates closely works hand in hand with the City to upholdward sustaining the goals and policies contained outlined in the City’s approved Housing Element:

Goal 1: Provide a range A variety of housing types that meet all the needs of all income groups within the City.

Goal 2: PreserveThe preservation and maintenance ofmaintain the City’s high quality affordable housing supplystock.

The success of the Authority’s Palm Desert’s affordable housing programs are successful in part because of the solidcan be attributed to the strong foundation of policies, procedures and regulatory provisions that have been establishedregulations in place. Palm Desert’s rental properties as well as other housingThese programs ensure have guidelines that provide for all residents to beare treated fairly under fair housing laws, and equitably based on income and family size. The Authority’s rental properties, through a coordinated effort with staffalong with other housing initiatives, are managed by a contracted professional property management company, in accordance with thisworking in coordination with staff, and adhering to the guidelines in this Administrative Plan.

The policies, guidelines and standards set forthoutlined in this Administrative Plan shall apply to rental properties owned, operated or controlled by the Authority., and are intended They are designed to promoteencourage, the maintain and preserve the supplypreservation of affordable housing in the CityPalm Desert, enhance the condition of affordable housing in the Citythese properties, and ensurethe level of compatibility within the community, that isas expected by both the City Council and the Authority Board.
509
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

NOTICE: This Plan is intended to establish policies where the Authority has discretion under the applicable law. This Plan does not purport to change any of the requirements of Federal or State Law. In the event any discrepancy between this Plan and applicable law, the law will prevail. 510
PDHA Administrative Plan Section 1: Definitions
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 1. DEFINITIONS
Unless the context explicitly requires otherwise, the following terms are defined as follows.

References to statutory or regulatory provisions include any subsequent amendments unless sated otherwise. Capitalized terms used herein shall have the following meanings unless the context in which they are used clearly requires otherwise. Code Sections or statutes that are referenced herein may be amended from time to time and shall be subject to the then current law unless stated otherwise.

Section 1.1 Adjusted for Family Size – shall mean a standardized household size for the purposes of renting units appropriate for family size pursuant to as defined in Health and Safety Code Section 50052.5, as amended. which is one person in the case of a studio unit, two persons in the case of a one-bedroom unit, three persons in the case of a two-bedroom unit, four persons in the case of a three-bedroom unit, and five persons in the case of a four-bedroom unit.

Section 1.2 Affordable Housing Cost – shall mean a the cost of housing cost, as defined by Title 25 CCR Section 6920, which is calculated pursuantunder to California Health and Safety Code Section 50052.5, as amendedsuch regulations may be amended from time to time.

Section 1.3 Area Median Income (AMI) – shall mean the Area Median Income for Riverside County, as determined and published annually by the Department of Housing and Community Development for the State of California (“HCD”), underpursuant to California Health and Safety Code Section 50093, as amended., and the regulations promulgated thereunder, or if such agency shall cease to publish such an index, then any comparable index published by any other federal or state agency which is approved and/or accepted by the Authority or as established by funding source. The AMI shall be aAdjustmented for family size shall align in accordance with state regulations adopted pursuant towith California Health and Safety Code Section 50052.5, as amended from time to time. If HCD ceases publishing AMI, a comparable index approved by the Authority or funding source will be used.

Section 1.4 Applicant – shall mean a person or household applying that desires to apply for tenancy at an Authority Property. Related termsSee also: Interested Household, Wait List Eligible Household, and Qualified Household.

Section 1.5 Assets – see Household Assets.

Section 1.6 Authority – shall mean the Palm Desert Housing Authority.

Section 1.7 Authority Board – shall mean the governing body for the Authority.

Section 1.8 Caretaker – see Live-in Aide.

Section 1.9 CCR – shall mean the California Code of Regulations. 511
PDHA Administrative Plan Section 1: Definitions
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 1.10 CFR – shall mean the Code of Federal Regulations.

Section 1.11 Child – see Minor.

Section 1.12 Child Care Expenses – shall mean a reasonable costsamount paid by athe Household for the care of Minors under age 13 years of age where such care iswhen necessary to enable a family member to workbe employed.

Section 1.13 City – shall mean the City of Palm Desert.

Section 1.14 City Manager – shall mean the City Manager for the City of Palm Desert or his or her designee.

Section 1.15 County – shall mean the County of Riverside, California.

Section 1.16 Disability – shall mean a physical or mental impairment that substantially limits one or more of the major life activities; a record of such impairment; or being regarded as having such an impairment, as such terms are defined by, and interpreted in accordance with, under the Americans with Disabilities Act.

Section 1.17 Disability Program Participant – shall mean a Household member who has been determined by the Commissioner of Social Security to be unable to engage in any substantial gainful activity by reason of anydue to a medically determinable physical or mental impairment that has lasted or can be expected to last for a continuous period of not less thanat least 12 months, or as more particularly defined inunder Section 223 of the Social Security Act.

Section 1.18 Elderly Household – shall mean a Household that consists of one or two persons, one of which is a Senior, or otherwise is qualified in accordance with California Civil Code Section 51.11.

Section 1.19 Emergency Condition – shall mean any condition in the Restricted Unit or applicable Property that poses an immediate, verifiable threat to the life, health or safety of the Resident that cannot be repaired or abated within 24 hours.

Section 1.20 Exceptional medical or other expenses – shall mean medical expenses, and/or unusual expenses, as defined in this Section, which exceed 25 percent of the gross annual income.

Section 1.21 Executive Director – shall mean the Executive Director of the Palm Desert Housing Authority.

Section 1.22 Family – shall also mean ‘Household’ within the Plan unless otherwise stated. See also Household.
512
PDHA Administrative Plan Section 1: Definitions
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 1.23 Grievance – A Resident’s or Applicant’s right to seek review of a decision by an impartial panel concerning the Management Company’s action or failure to act in accordance with the individual Resident’s lease or the Authority’s policy and procedures herein described that adversely affect the individual’s rights, duties, welfare, or status.

Section 1.24 HCD – shall mean the Department of Housing and Community Development for the State of California.

Section 1.25 HOME funds – shall mean financial allocations monies allocated under a block grant funding program made available through HUD aimed at fostering through allocations and reallocations, to strengthen public-private partnerships and to expandincreasing the supply of decent, safe, sanitary and affordable housing with target a focus emphasis on very low-income and low-income families in accordance with the HOME Investment Partnerships Program regulations provided in (24 CFR Part 92, as amended).

Section 1.26 Household – shall mean one or more persons intending to occupy or occupying the same Restricted Unit, as more particularly described in the Occupancy Standards Policy. Household shall also mean ‘Family’ within thisthe Plan unless stated otherwise stated.

Section 1.27 Household Assets – shall mean those Assets defined under Title 25 CCR Section 6914 includable as monthly income as prescribed therein.

Section 1.28 HUD – shall mean the U.S. Department of Housing and Urban Development.

Section 1.29 Income – shall mean income that a person or Household has received or is expected to receive as more particularly categorized and described below:

Section 1.29.1 Annual Income – shall mean the anticipated total annual income of a Household from all sources for the 12-month period following the date of determination of income, computed in accordance with Title 25.

Section 1.29.2 Household Income – shall mean the total of all income received by a Household which is included under Title 25 CCR Section 6914 less deductions and exemptions specified therein.

Section 1.29.3 Gross Income – shall have the meaning ascribed to such term in Title 25 CCR Section 6914, as such regulations may be amended from time to time.

Section 1.29.4 Maximum Household Income – shall mean the Household income calculated based on family size that may be equal to but does not exceed 120 percent of the Riverside County AMI. Household incomes exceeding 120 percent of the Riverside County AMI will not be eligible for the Authority’s program.

Section 1.29.5 Net Income – for the purpose of determining Affordable Housing Cost or affordable rent, "net income" shall be computed as provided by Title 25 CCR Section 6916, as such regulations may be amended from time to time, as follows: the annual gross income less $300 for each minor and medical expenses which exceed 3 percent of the annual gross income and unusual expenses, all divided by 12.
513
PDHA Administrative Plan Section 1: Definitions
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

For the purposes of this Plan, “Income” shall not include the income of Live-In Aides.

For the purposes of this Plan, “Income” shall include any employment, benefits, family support and additional bank deposits provided to any member of the Household, except for items listed under subdivision (b) of Title 25 CCR Section 6914, as such regulations may be amended from time to time.

For the purposes of this Plan, “Income” shall include net income from the operation of a business or profession (including self-employment).

For the purposes of this Plan, expenditures for business expansion or amortization of capital indebtedness shall not be deducted to determine the net income from a business owned by any Household member.

See also, Income by Unit Allocation, Income Category, Income Level, Low Income Household, Very Low Income Household, Moderate Income Household, and Qualified Household.

Section 1.30 Income by Unit Allocation – shall mean the allocation provided by the Authority to the Management Company for the purposes of blending the Qualified Household and resident incomes among the properties.

Section 1.31 Income Category – shall mean the average income percentages within each income level. In the case of Extremely Low and Very Low Income shall include Household incomes from 20 percent up to 50 percent in the following categories: 20-24, 25-29, 30-34, 35-39, 40-44, 45 up to 50 percent; in the case of Low Income shall include Household incomes from 51 percent up to 80 percent in the following categories: 51-55, 56-60, 61-65, 66-70, 71-75, 76-80 percent; and in the case of Moderate Income shall include Household incomes from 81 percent up to 120 percent as one category.

Section 1.32 Income Level – shall mean a Household determined by income to be either very low, low or moderate income pursuant to the definitions prescribed herein.

Section 1.33 Interested Households – shall mean a person or Household that desires to apply for tenancy at a Property that contains Restricted Units. See also: Applicant.

Section 1.34 Jurisdiction – shall mean the legal jurisdiction of the Authority, which is the city limits of the City of Palm Desert.

Section 1.35 Live-in Aide – shall be defined as provided in Title 24 CFR Section 5.403, and shall mean a person who residesresiding with one or morea Seniors or an individualspersons with disabilities, who provides essential care services isas verified by the Authority to be providing essential services to the care and well-being of such person(s), is not obligated for the support of the personResident(s), and would not be living reside in the Restricted Unit except to providefor providing supportive services.

Live-in Aides must Any person serving as a Live-in Aide in a Restricted Unit shall (1) execute an affidavit certifying annually that he or she qualifies as a Live-in Aide under Title 24 CFR Section 5.403 via affidavit; (2) consent to a back-ground check conducted 514
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by the Management Company; and (3) execute an acknowledgement that he or she only has a right to the Restricted Unit as long as the applicable Resident(s) needs supportive services and remains a Resident of the Restricted Unit.

Section 1.36 Low Income Household – shall mean persons and families meeting the income qualification limits set forth in California Health and Safety Code Section 50079.5 and Title 25 of the California Code of Regulations Section 6910, et seq., as the case or context may require, as such statutes and regulations may be amended from time to time.

Section 1.37 Management Company – shall mean the contracted property management company for the Authority.

Section 1.38 Medical Expenses – shall mean those medical expenses not included as extraordinary or unusual expenses, which are to be anticipated during the 12-month period for which the gross income is computed, and which are not covered by insurance (however, premiums for such insurance may be included as medical expenses).

Medical expenses defined herein shall be deducted for households with a Disability Program Participant and Elderly Households only.

Section 1.39 Minor – shall mean a member of the Household, excluding other than the head of household or spouse, who is under 18 years of age.

Section 1.40 Moderate Income Household – shall mean persons and families meeting the income qualification limits set forth in California Health and Safety Code Section 50093 and Title 25 of the California Code of Regulations Section 6910, et seq., as the case or context may require, as such statutes and regulations may be amended from time to time.

Section 1.41 Notice of Denial – shall mean the notice provided to the Household when it is ineligible, not qualified or is no longer qualified.

Section 1.42 Occupancy Standards Policy – shall mean the occupancy standards for residential units owned, operated and restricted by the Palm Desert Housing Authority set forth in Resolution No. HA-84 adopted December 14, 2017, as may be amended from time to time.

Section 1.43 Plan – shall mean this Administrative Plan (also referred to as the Plan).

Section 1.44 Property – shall mean a multi-family or senior residential apartment community, or any part thereof, that is owned, operated or controlled by the Authority, including but not limited to those properties listed in Exhibit A, as may be amended from time to time.

Section 1.45 Property Manager – shall mean the person individual assigned by the Management Company to supervise oversee dailyday-to-day operations for at a specific affordable residential property.
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Section 1.46 Public Housing Agency – shall mean any State, County, municipal or other government entity or public body (or agency or instrumentality thereof) that is authorized to engage in or assist in the development or operation of housing for Very Low, Low, or Moderate Income Households.

Section 1.47 Qualified Household – shall mean a person or Household whose total household income does not exceed the limits established by the Plan and who have provided documentation as required herein to demonstrate he, she or it is qualified to occupy a Restricted Unit.

Section 1.48 RCHA – shall mean Riverside County Housing Authority.

Section 1.49 Reasonable Accommodation – shall mean a change to a rule, policy, or practice that allows a person with a disability to use and enjoy their housing. This includes access to dwelling units, public areas, laundry rooms and parking.

Section 1.4950 Rent – shall mean the amount charged as a fee for occupancyoccupying for a particular Restricted Unit, as outlined pursuant toin the Rental Rate Policy, or any amendments thereto., and categorized below The categories are as follows:

Section 1.4950.1 Affordable Rent – shall mean rent calculated in accordance with Health and Safety Code Section 50053 for a Very Low, Low or Moderate-Income Households,. Affordable rent shall include a reasonable allowance for utilities including a reasonable utility allowance.

Section 1.4950.2 Maximum Rent – shall mean the maximum rental rate set for a particular type of unit at a specific Property, without regard to utility allowance, based on a bi-annual market survey. Such rate shall be adjusted in the nonsurveyed year by the AMI percentage change as more particularly described in the Rental Rate Policy or any amendments thereto.

Section 1.4950.3 Resident Rent – shall mean the total monthly resident payment to the Authority as determined by certification, recertification, or outside assistance.

Resident Rent may or may not be the total paid as Unit Rent for a particular unit.

Section 1.4950.4 Unit Rent – shall mean the total rent charged for a particular Authority owned, operated or controlled unit, including those amounts accepted from a third party for the purposes of rental assistance or housing expense.

Section 1.501 Rent Burdened – shall mean a Household that is payingpays more than 30 percent of its Household Income for rent and utilities.

Section 1.521 Rental Rate Policy – shall mean the rental rates for residential units owned, operated and restricted by the Palm Desert Housing Authority set forth in Resolution No. HA-84 adopted December 14, 2017, as may be amended from time to time.
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Section 1.532 Resident – shall mean a person or Household that has signed a residential lease to occupy or is currently occupying a Restricted Unit.

Section 1.534 Restricted Units – shall mean an affordableRestricted housing unit occupied by a Qualified Households that is owned by the Authority.

Section 1.554 Senior – shall mean a person who is at least 55 years of age or older.

Section 1.565 Successor Agency – shall mean the Successor Agency to the Palm Desert Redevelopment Agency
Section 1.576 Title 25 – shall mean Title 25 of the California Code of Regulations Section 6910, et seq., as it pertains to income and household size for Households whose income is very low, low or moderate, as may be amended from time to time.

Section 1.587 Unusual expenses – shall be as defined in 25 CCR Section 6912, and shall mean amounts paid by the Household for the care of minors under 13 years of age or for the care of disabled or handicapped household members, but only where such care is necessary to enable a Household member to be gainfully employed, and the amount allowable as unusual expenses shall not exceed the amount of income from such employment.

Section 1.598 Utilities – shall include electricity, gas, other heating (including hot water heating), refrigeration and cooking fuels not paid by the Authority. Utilities may include water, trash and sewer if not paid by the Authority. Telephone, Cable, Digital Services and Internet Connection costs are not included as utilities.

Section 1.6059 Utility Allowance – shall mean the amount, updated annually, equal to the estimate established by the RCHA of the monthly cost of a reasonable consumption of such utilities and other services described in Title 25 CCR Section 6918(c) for the Restricted Unit by an energy-conservative Household consistent with the requirements of a safe, sanitary, and healthful living environment applicable for each unit type and equipment.

Section 1.610 Veteran – shall mean a person who has served in U.S. Armed Forces the active armed services of the United States at any time, and who shall have been was discharged or released there from under conditions other than dishonorable, as verified by the Veterans Administration.

Section 1.621 Veterans Preference – shall mean the preference that enables allows a Wait List Eligible Household that includes a Veteran to be placed on the applicable priority waiting list.

Section 1.632 Very Low Income Household – shall mean persons and families meeting the income qualification limits set forth in California Health and Safety Code Section 50105 and Title 25 of the California Code of Regulations Section 6910, et seq., as the case or context may require, as such statutes and regulations may be amended from time to time; provided, however, that such income is at least 20 percent of AMI. 517
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Section 1.643 Wait List Eligible Households – shall mean persons and families who have provided the documentation and/or information required demonstrating that they meet the minimum eligibility requirements to be placed on a waiting list. (See Section

3.3)
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Administrative Plan Section 2: About The Plan
Management and Operations – Rental Units Effective September 1, 2025November 19, 2020

Section 2. ABOUT THE PLAN
Section 2.1 PURPOSE OF THE PLAN. The purpose of the Administrative Plan (the Plan) is to establishes program guidelines, policies and procedures governing properties owned, operated, or controlled by the as they pertain to Authority. owned, operated or controlled properties. Theis plan serves as the management plan framework to ensurefor the rental, improvement, preservation, maintenance and affordability of Authority Restricted Units.

Section 2.2 APPLICABILITY OF THE PLAN. The Plan shall applyapplies to all members of Interested Households, Wait List Eligible Households, Qualified Households, Applicants and Residents applying for or residing in properties identified listed in Exhibit A and any others properties that may be subject to the under the jurisdiction of or managementd byof the Authority from time to time. Unless otherwise specified otherwise byin the Federal or State funding guidelines, the processes procedures outlined herein shallin the Plan also apply to the Residents occupying an of Restricted Unit who receive Federal or State funding either receiving directly or indirectly. Federal orand State funding. laws shall prevail in the event the policies and processes set forth herein are In cases of inconsistencyt between the Plan and Federal or State laws, such the with any existing or enacted applicable laws shall prevail.

Section 2.3 ADMINISTRATOR OF THE PLAN. The Authority is the administrator of the Plan, shall be the Authority regardless of the funding source or ownership of the Restricted Units. The Executive Director shall have the authority for to implementing and administering the Plan’s policies in accordance with the terms herein. In matters wWhere the Authority has discretion,, waivers of existing policy shall be determined by the Executive Director or his or her designee has the authority to approve waivers of existing policies.

Section 2.4 FISCAL RESPONSIBILITIES. Before the beginning start of each fiscal year or as soon as possible after anfollowing acquisition of property acquisition, the Authority Board will adopt the propertya budget for the property. The budget will include a projectioned of revenues and all expenditures, including professional property management fees prior to being expendedany spending. The Authority will follow pProcurement procedures will adhere in accordance withto the City’s policies and/or applicable law.

Section 2.5 EQUAL OPPORTUNITY. It is the policy of tThe Authority and its agents shallto comply fully with all applicable federal, state, and local anti-discrimination laws, including but not limited to: Title VI of the Civil Rights Act of 1964; Title VIII and Section 3 of the Civil Rights Act of 1968 (as amended by the Community Development Act of 1974); Executive Order 11063 as strengthened by Congressamended in 1992; the Fair Housing Act of 1968, as amended; the Age Discrimination Act of 1975; the Americans with Disabilities Act (ADA) of 1990; the U.S. Department of Housing and Urban Development regulations governing fair housing regulations and equal opportunity.; and any
It is the Authority’s policy to comply with any legislation enacted to protecting the individual rights of Residents, Applicants or staff which may be subsequently enacted.

It is the Authority’s policy to post required notices in conspicuous, public locationsprominently throughout the propertiesy as required by such noticemandated. 519
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Section 2.6 LIMITED ENGLISH PROFICIENCY. It is the Authority’s policy to ensure meaningful access to programs, services and documents to limited English proficient (LEP) personsindividuals. The Authority may translate certain documents related to the Plan as well as those required by law to assist persons with LEP. Notwithstanding this provision, the English version of all documents signed by the Resident will govern. Reasonable, necessary steps will be provided in order to make certain that no eligible person has their assistance denied, decreased or terminated simply because they face challenges communicating in English.

Section 2.6.1 ESTABLISHING LANGUAGE ASSISTANCE NEEDS. To determine the appropriate level of language assistance required at each property, this includes providing interpreters and, where necessary, translated documents to applicants and residents ("beneficiaries") at no cost, as required by state law this may include interpretations as necessary, a four-factor analysis shall be conducted as follows:

2.6.1.1 Number or Proportion of LEP Persons: The number of LEP individuals eligible to be served or likely to be encountered at the property.

2.6.1.2 Frequency of Contact: How often LEP individuals interact with the property’s staff or services.

2.6.1.3 Nature and Importance: The significance of the programs, activities, or services provided at the property.

2.6.1.4 Resources and Costs: The availability of resources and associated costs for providing language services.

Section 2.6.2 LANGUAGE ACCESS PLAN

2.6.2.1 Languages Identified. The Language Access Plan (LAP) specifies the language(s) spoken by the proportionate majority of LEP beneficiaries at each property.

2.6.2.2 Interpretation Services. All LEP individuals are entitled to interpretation services, regardless of the language they speak. Staff must provide interpretation services as needed.

2.6.2.3 Document Translation. Translation of vital documents will be considered on a case-by-case basis. (a) Whether the document is vital to ensuring program access or continued assistance for the LEP beneficiary.(b) The cost implications and resources available to the property Section 2.6.3 Authorization Process for Document Translations. Document translations must not be initiated without prior approval from the Management Company Regional Director.

Section 2.6 PROPERTIES. The Plan applies to all Properties include those properties currently owned and operated by the Authority, as listed in Exhibit A as well as any propertiesy or development that may be comes under the direction, control or is acquired, 520
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managed, or controlled by the Authority. Several of theSome Authority’s properties are restricted exclusively designated forto Seniors and serve only Elderly Households, while others .

All other properties operated by the Authority are to be open and made available to all Qualified Households.
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Administrative Plan Section 3: Fair Housing – Reasonable Accommodations Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 3. FAIR HOUSING – REASONABLE ACCOMODATION

3.1. REASONABLE ACCOMMODATION. Reasonable accommodation can include:(1) Making changes to the interior of units to meet accessibility requirements, such as placing light switches at accessible heights and (2) Changing a bathtub to a “walk in” shower.

3.1.1 Management Company cannot require people with disabilities to pay extra fees or deposits, or impose other special conditions, as a condition of receiving a reasonable accommodation. Failure to provide a reasonable accommodation may be considered discrimination.

3.1.2 The Americans with Disabilities Act (ADA) and the Fair Housing Act (FHA) are laws that seek to ensure equal access to housing opportunities for individuals with disabilities and other protected classes.

3.2. REQUEST FOR ACCOMMODATION. A resident or an applicant for housing makes a reasonable accommodation request whenever they make clear to the Property Manager that they are requesting an exception, change or adjustment to a rule, policy, practice or service because of their disability. The resident or applicant should explain what type of accommodation they are requesting.

3.2.1 An applicant or Resident is not entitled to receive a reasonable accommodation unless they request one. However, the FHA does not require that a request be made in a particular manner or at a particular time. A person with a disability need not personally make the reasonable accommodation request; the request can be made by a family member or someone else who is acting on their behalf. An individual making a reasonable accommodation request does not need to mention the Act or use the words “reasonable accommodation.” However, the requester must make the request in a manner that a reasonable person would understand to be a request for an exception, change, or adjustment to a rule, policy, practice, or service because of a disability.

3.2.2 Although a reasonable accommodation request can be made orally or in writing, it is usually helpful for both the resident and the Property Manager if the request is made in writing. This will help prevent misunderstandings regarding what is being requested, or whether the request was made.

3.2.3 A doctor’s note (written within 3 months of the request) is also required to verify the needs of the reasonable accommodation.

3.2.4 Whether a particular accommodation is reasonable depends on a variety of factors and must be decided on a case-by-case basis.

3.2.5 The determination of whether a requested accommodation is reasonable depends on the answers to two questions. First, does the request impose an undue financial and administrative burden on the Authority? Second, would making the accommodation require a fundamental alteration in the nature of the Authority's 522
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operations? If the answer to either question is yes, the requested accommodation is not reasonable. However, even where a Management Company is not obligated to provide a particular accommodation because the particular accommodation is not reasonable, the Management Company is still obligated to provide other requested accommodations or alternative accommodations to the one initially requested that do qualify as reasonable. 523
Administrative Plan Section 3: Resident Selection and Waiting List Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

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Section 34. RESIDENT SELECTION AND WAITING LIST PROCEDURES The Authority has found determined that the demand for its affordable rental housing exceeds available supply. In order Tto help identify Households that have interest in Restricted Units, waiting lists will be established for each property as herein describedoutlined below. Wait List Eligible Households that meet the eligibility requirements will be assigned a positionplaced on the waiting list based onby their income category, household size, and any allowable preference or preferences.

Section 43.1 WAITING LIST INTEREST REGISTRATION FORM. All Interested Households must complete a n interest registration form referred to as a “Guest Card””Waitlist Application”. The purpose of the formThe Waitlist Application is used to allowby the Authority to assess eligibility for determine placement on the waiting list based on the information provided by the Interested Household. Waitlist ApplicationInterest registration forms will be accepted can be submitted by phone, by mail or email, RentCafe or by physical deliverydelivered in person to the individual property management office.

Section 43.2 ESTABLISHMENT OF WAITING LISTS. For each property except Palm Village, Santa Rosa, and Carlos Ortega Villa, Wwaiting lists will be maintained for each property, with the exception of Palm Village, Santa Rosa, and Carlos Ortega Villa, for each Income Category at or below 120 percent of the Riverside County AMI. Waiting lists will be maintained Ffor Palm Village, Santa Rosa, and Carlos Ortega Villas waiting lists will be maintained for each Income Category at or below 80 percent of the Riverside County AMI.

Waiting lists for transfers will also be separately maintained for each property in accordance with this Section 3.

Section 43.3 ELIGIBILITY FOR WAITING LIST. In order for an Interested Household Tto become a Wait List Eligible Household, and be placed on the waiting list, anthe Interested Household must meet the income eligibility requirements based on the Riverside County AMI.

The Interested Household will also be required to meet additional permissible criteria established by the Authority pursuant tounder Title 25 which that include but are not limited to the following:

Section 43.3.1 Must provide Income and Assets information for all Household members over the aged of 18 or older (exceptexcluding for Live-In Aides), which in aggregateensuring the total does not exceed the current published Maximum Household Income for the Household size.

Section 43.3.2 Must provide names and ages of all Household members.

Section 43.3.3 Must disclose any allowable preferences and accommodation needs at the time of interest.

Section 43.3.4 Current address and contact information.

Section 43.4 PLACEMENT ON THE WAITING LIST. All Wait List Eligible Households will be placed on the appropriate affordable waiting list according to allowable preferences, current qualifying income, household size, and in the date/time order in which the Guest Card 525
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the Wait list Application was filed and received. Wait List Eligible Households must update the information provided to the Management Company as necessary to maintain eligibility during the wait list period in order to remain a Wait List Eligible Householdand continue on the waiting list.

Section 43.5 NOTIFICATION OF AVAILABLE UNIT. Once the Management Company identifies a Restricted Unit that will become available, Wait List Eligible Households will be notified by phone or email. In the event that the Management Company cannot reach the Wait List Eligible Household by phone or email, the Management Company will provide notification by U.S. mail. The Wait List Eligible Household will have five (5) business days to respond to this notification. Failure of the Wait List Eligible Household to respond within the above time frame above will result in removal from the waiting list. In accordance with this Section, it is the Wait List Eligible Household’s responsibility to keep the waiting list information current up to date at all times. In the event contact is not possible due to insufficient or out of date information on file, the Wait List Eligible Household will no longer be deemed ‘eligible’ and will be removed from the waiting list without further notice.

Section 43.6 NOTIFICATION BY WAIT LIST ELIGIBLE HOUSEHOLD OF INCOME OR HOUSEHOLD CHANGES. During the wait list period, any changes to the information provided by the Wait List Eligible Household must report any changes to their income or compositionbe provided to the Property Manager of the individual property to ensure its placement on the waiting list under the correct income category and/or Household size. At the time the updated information is provided, if the revised household income changes the income category for the Wait List Eligible Household but remains under 120 percent of the AMI, the Household will remain ‘eligible’ andbut will be reassignedplaced at the ‘bottom’ to the appropriate of the new income category while retaining their original placement date on the waiting list. and The Wait List Eligible Household will be notified of the change.

Section 43.7 WAITING LIST MAINTENANCE AND NOTIFICATION OF CONTINUED INTEREST. Wait List Eligible HouseholdApplicants on the waiting list shall must confirm their continued interest every two years and maintain that all information is current and timely. The Wait List Eligible Household must notify the individual property management office not less thanat least five (5) days (but not more than 60 days) beforeprior to the onetwo-year anniversary of placement on the waiting list, that the Household wishes to remain on the list (continued interest). Failure to notify the property management office within thise time frame will result in removal from the waiting list. The waiting list will be purged annually of Households that no longer meet the applicable requirements. The Wait List Eligible Households will alsonot be removed from the waiting list for the following reasonsunless:

Section 4.7.1 Tthe Household has been on the waiting list for two yearsmore than twelve (12) months without confirming and has not declared its continued interest in the program;
Section 4.7.2 Tthe Household fails to respond to a written request for information; Section 4.7.3 Tthe Household fails to keep the information becomes outdated, current (and therefore makesmaking it impossible for the property mManagement Company to contact the Household);
Section 4.7.4 Tthe Household misses a scheduled appointment without prior notificationnotifying the property management office to reschedule; 526
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Section 4.7.5 Tthe Household requests in writing or via telephone that the Household’s nameto be removed from the waiting list;
Section 4.7.6 Tthe Household’s income or size has exceeded the limits of the program;
Section 4.7.7 The Household fails to disclose any allowable preferences and accommodation needs at the time of interest.

Section 4.7.8 The Household has been removed from a Property waiting list during an annual purse of the waiting list.

Section 4.7.9 The Applicant has been deemed ineligible previously by the Authority.

Section 4.7.10 The Household fail to provideor any information or documentation that deems a Wait List Eligible Household to be ineligible (includes the lack of documentation proving eligibility).

Section 43.8 ALL UNITS ARE AFFORDABLE. No Restricted Units will not be intentionally rented to families with income above the moderate income limit as defined hereinin this Plan. InIf the event Restricted Units are no longer required to be affordable, then the Restricted Units that are identified as above moderate income, will be rentedthose units will be made available on a first come, first served basis regardless of income and family size, at the maximum rent as establishedset forth byin the Rental Rate Policy. Policies outlined in this of the Plan apply to all Residents regardless of income or family size.

Section 43.9 PREFERENCES. Each Wait List Eligible Household will be placed on the applicable appropriate affordable waiting list according based toon their income category, household size, the Veterans Preference, court order, and any other preference required under state or federal law. Such These preferences must be disclosed at such the time as the Interested Household has completed the interest registration formWaiting List Application or uponwhen they become eligibility eligible for saidsuch preference, whichever occurs first. An existing Resident that qualifies for an Emergency Transfer, Disabled Person Accommodation, Required Transfer, or Medical Transfer pursuant to Section 3.10.4 shall have prioritywill be prioritized over an Waiting List Eligible Household.

Section 43.10 SELECTION FROM THE WAIT LIST UPON UNIT AVAILABILITY.

Notwithstanding Section 3.10.4 herein, when a vacancy occurs, a Restricted Unit becomes available after restoration, or a Resident submits a 30 day notice, a Wait List Eligible Household will be selected to apply as an Applicant for tenancy in the following manner: first from the appropriate income waiting list that satisfies the property’s Income by Unit Allocation, then by household size appropriate for the Restricted Unit in accordance with the Occupancy Standards Policy.

The household income of an Applicant at the time a Restricted Unit becomes available will be used to determine the appropriate income category for the Applicant. If at the time a Restricted Unit becomes available, the Applicant’s income is different than the waiting list income category they are selected from, they will be returned to a ‘Wait List Eligible Household’ status and placed on the appropriate income category waiting list in accordance with the waiting list procedures. The Household will be placed at the ‘bottom’ of the new income category list and notified of the change.
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If there are no Wait List Eligible Households in the appropriate income category for the available Restricted Unit, the next Wait List Eligible Household will be selected from the next lower income category or an income category of need for housing.

Upon being selected to apply for tenancy the Applicant will then be required to complete the application process to determine whether they are a Qualified Household under the Plan as more particularly described in Section 4 and 5.

Section 43.10.1 Property Income Composition and Income by Unit Allocation. From time to time tThe Authority may periodically adjust modify the Resident Income composition of the property so as to ensure that notno single income level is overly concentrated a higher percentage of one income level at one in a given Pproperty. The Authority will selectSelection of Residents will be made in a way that promotes a diverse, economically balanced community and by Income in a manner to ensures decent, safe and sanitary housing. This process is managed through and create a suitable living environment that fosters economic and social diversity in the Resident body as a whole by preparing an allocation system called for this purpose (Income by Unit Allocation).

Section 43.10.2 Unit Under/Over Utilization. To avoid prevent overcrowding and prevent underutilization of Restricted Units, Households will be selected in accordanceaccording withto the Occupancy Standards Policy.

Section 43.10.3 Offer and Acceptance of a Restricted Unit. Once an Applicant is deemed a Qualified Household, the Household will be offered an available Restricted Unit appropriate for the household composition. The Qualified Household has an option to accept or decline the Restricted Unit, one timeonce, without any effectaffecting on itstheir position on the waiting list. A Qualified Household that declines more than one offer, Restricted Unitthey will be removed from the waiting list, except to the extent the Qualified Household declines due to aunless the refusal is based on disability or other reasons legally protected by lawreasons.

The Authority will take into consideration the needs of the individual Household’s needs composition and Fair Housing guidelines when identifying suitable Restricted Units that become available to the selected Household.

Upon acceptance of the Restricted Unit, the Qualified Household will be notified, by telephone, and email and/or in writing of the anticipated date the Restricted Unit will be available for occupancyavailability. Upon After acceptanceing of the Restricted Unit by the Qualified Household, the Qualified Household will be removed from the waitlist on for all other Authority Communities.

Section 43.10.4 Unit Availability and Transfers. The type of Restricted Unit that becomes available will determine whether the next Wait List Eligible Household is selected or otherif special accommodation isare made, including transfers for an existing Resident transfer. An When a Restricted Unit becomes available, existing Resident that requests and qualifies for an Emergency Transfer, Disabled Person Accommodation, Required Transfer, or Medical Transfer to the available Restricted Unit 528
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shallwill have priority over an Waiting List Eligible Household. Emergency Transfers will have first priority when an appropriate Restricted Unit becomes available. If no existing Resident requests and qualifies for an Emergency Transfer when an appropriate Restricted Unit becomes available, Disabled Person Accommodations, Required Transfers and Medical Transfers will have priority in that respective order. Requested Transfers will be added to the bottom of the appropriate waiting list for the requested property unless the request is being considered both by management and the Resident for purposes of mutual benefit to the parties.

43.10.4.a Emergency Transfer: A transfer of an existing Resident that is necessary due to an Emergency Conditionan urgent, emergency situation.

43.10.4.b Disabled Person Accommodation: A reasonable
accommodation made in accordance with the Americans with Disabilities Act, Section 503 of the Rehabilitation Act of 1973, the Fair Housing Act or applicable state disability laws.

43.10.4.c Required Transfer: A mandatory transfer that is necessary when a Resident’s Restricted Unit is no longer meets suitable in accordance with the Authority’s occupancy standards, is undergoing rehabilitation, demolition or is being demolished, construction and Authority required. Required Transfers are mandatory for the Resident and may require alternate options, i.e., transfer to temporary option or permanently to another available Restricted Unit.

43.10.4.d Medical Transfer: A transfers that is necessary when a Resident provides due to a verifiable medical reason for such transfer.

43.10.4.e Requested Transfers: A transfer that is requested by an existing Resident to avoid alleviate hardship by, among other thingssuch as, reducing the distance between the Restricted Unit and the Resident’sto their workplace or any other requested transfer wherein the Resident demonstrates acceptable immediate need for the household at the Authority’s discretion. All costs associated with a Restricted requested Transfer will be borne byare the responsibility of the Resident.

Emergency Transfers will have first priority when an appropriate Restricted Unit becomes available. If no existing Resident requests and qualifies for an Emergency Transfer when an appropriate Restricted Unit becomes available, Disabled Person Accommodations, Required Transfers and Medical Transfers will have priority in that respective order. Existing residents requesting transfers will be placed at the bottom of the appropriate waiting list, unless management and the resident mutually agree to a transfer beneficial to both parties.

Section 43.11 Conflicts Prohibited. No employee, contractor, subcontractor, or agent of the Authority who involved in formulatesing policy or who influencesing decisions with respect toregarding the Properties and programs governed by this Plan, nor anytheir immediate family members of such person, may, during the period of employment and for 529
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one year thereafter, apply for or occupy a Restricted Unit within the Properties or obtain any other benefit under the programs governed by this Plan during their employment or for one year after their employment ends. For purposes of this Section 3.11, “immediate family member” means spouse, domestic partner, cohabitant, child, stepchild, sibling,grandchild, parent, stepparent, mother-in-law, father-in-law, son-in-law, daughter-in-law, grandparent, great grandparent, brother, sister, half-brother, half-sister, stepsibling, brother-in-law, sisterin-law, aunt, uncle, niece, nephew, or first cousin (that is, a child of an aunt or uncle) and others defined by law.
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Administrative Plan Section 54: Applications and Household Qualifications Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 45. APPLICATIONS AND HOUSEHOLD QUALIFICATION
Once a Wait List Eligible Household is selected as an Applicant in accordance with Section 3, the Applicant must submit a completed application, in thea format acceptable to the Management Company. This application thatmust includes theall requiredments, documentation, verifications, authorizations and certifications required as outlined in by this Section.

Section 54.1 APPLICATION. The completed application will require that the Applicant provide the following:

Section 54.1.1 Contact Information. Current address and contact information for the Applicant.

Section 54.1.2 Income. Income information for aAll Household members over the age of 18 (except for Live-In Aides), must submit income documentation, which may includes but is not limited to tax returns, pay stubs, bank statements, unemployment earnings statements, disability or sSocial sSecurity or disability earnings statements, and any other Income documentationrecords requested by the Authority reasonably requests of Applicant. Income from regular cContributions or gifts received from persons outside sources the Household must be documented in an affidavit and (recertified annually) that lists any such contributions or gifts received in the 12 months prior to the submittal of the completed application.

5.1.2 (a). Except as provided in subdivision (b), all payments from all sources received by the family head (even if temporarily absent) and each additional member of the family household who is not a minor shall be included in the annual income of a family. Income shall include, but not be limited to:
(1) The gross amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses; (2) The net income from operation of a business or profession or from rental or real or personal property (for this purpose, expenditures for business expansion or amortization of capital indebtedness shall not be deducted to determine the net income from a business);
(3) Interest and dividends;
(4) The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits and other similar types of periodic receipts; (5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay (but see subdivision (b)(3)).
(6) Public Assistance. If the public assistance payment includes an amount specifically designated for shelter and utilities which is subject to adjustment by the public assistance agency in accordance with the actual cost of shelter and utilities, the amount of public assistance income to be included as income shall consist of:
(A) The amount of the allowance or grant exclusive of the amount specifically designated for shelter and utilities, plus (B) The maximum amount which the public assistance agency could in fact allow for the family for shelter and utilities, 531
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(7) Periodic and determinable allowances such as alimony and child support payments, and regular contributions or gifts received from persons not residing in the dwelling;
(8) All regular pay, special pay and allowances of a member of the Armed Forces (whether or not living in the dwelling) who is head of the family or spouse (but see subdivision (b)(5)).

Where a family has net family assets in excess of $5,000, income shall include the actual amount of income, if any, derived from all of the net family assets or 10 percent of the value of all such assets, whichever is greater. For purposes of this section, net family assets means value of equity in real property other than the household's full-time residence, savings, stocks, bonds, and other forms of capital investment. The value of necessary items such as furniture and automobiles shall be excluded.

5.1.2 (b) The following items shall not be considered as income:
(1) Casual, sporadic or irregular gifts;
(2) Amounts which are specifically for or in reimbursement of the cost of medical expenses (including, without limitation funds received as flex benefits from an employer that are actually used for medical expenses);
(3) Lump-sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capital gains and settlement for personal or property losses;
(4) Amounts of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the government to a veteran for use in meeting the costs of tuition, fees, books and equipment. Any amounts of such scholarships, or payments to veterans not us
ed for the above purposes of which are available for subsistence are to be included in income;
(5) The special pay to a serviceman head of a family away from home and exposed to hostile fire;
(6) Relocation payments made pursuant to federal, state, or local relocation law;
(7) Foster child care payments;
(8) The value of coupon allotments for the purchase of food pursuant to the Food Stamp Act of 1964 which is in excess of the amount actually charged the eligible household;
(9) Payments received pursuant to participation in the following volunteer programs under the ACTION Agency:
(10) National Volunteer Antipoverty Programs which include VISTA, Service Learning Programs and Special Volunteer
Programs.
(11) National Older American Volunteer Programs for persons aged 60 and over which include Retired Senior Volunteer Programs, Foster Grandparent Program, Older American
Community Services Program, and National Volunteer Program to 532
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Assist Small Business Experience, Service Corps of Retired Executive (SCORE) and Active Corps of Executives (ACE).

5.1.2 (c) Proof of Income is required of all occupants over 18 (except for Live-In Aides), this includes but is not limited to: Last three (3) consecutive pay stubs (current & consecutive), Social Security Award Letter (within 60 days), Unemployment Claim Award Letter (current), 2 years Tax returns if self-employed (current), Child support documents (current), County Assistance (Cal-Works, current letter), Retirement Income.

Section 54.1.3Assets. Asset information for all Household members over the age of 18 (except for Live-In Aides) which includes but is not limited to documentation of any interest in real property other than a primary residence, three (3) months’ bank statements for all accounts savings accounts records, and current statements for records of stocks, bonds, crypto currency, CD accounts or money market account, full copy of life insurance policy, and other forms of capital investments.

Section 54.1.4Affordable Requirements. Necessary documentation to verify affordable criteria has been met by all Household members in accordance with Section

4.3. Section 54.1.5Applicant Lease Requirements. Necessary documentation to verify applicant lease requirements have been met by all Household members in accordance with Section 4.2.

Section 54.1.6 Identification. Proof of identification, birth documents for each family member, and a current driver’s license, or equivalent, for copying.

Section 54.1.7 Consent/Verification Forms. All Household members over the age of 18 must authorize the Authority, through written authorization or signed consent form, to verify or obtain information regarding Income, Assets, Resident history, conduct background checks (including criminal) and obtain credit reports. All Household members who authorize the release of information or background checks have the right to privacy in accordance with federal law.

Section 54.1.8Application Fee. Except as provided in that certain Stipulation for Entry of Judgment, Riverside County Superior Court Case No. INDIO 51124, each Applicant and every Household member over 18 years or older shall pay a nonrefundable one-time application fee. The Executive Director shall establish the application fee annually concurrently with the annual rental rates as more particularly described in the Rental Rate Policy.

Section 54.1.9Other Information. Any other information reasonably deemed necessary by the Authority to determine eligibility.

Section 54.2 APPLICANT LEASE REQUIREMENTS. The following lease requirements will apply to all members of Interested Households, Wait List Eligible Households, and Applicants:
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Section 54.2.1Age Requirements. Lease holder(s) must be 18 years or older.

All household member(s) 18 years or older (except for Live-In Aides) must sign the lease for the Restricted Unit and comply with all requirements of the Plan.

Section 54.2.2 Income History/Verification. Lease holder(s), must provide proof of income. If the Lease holder(s) are Except for retired persons, Disability Program Participants or other persons or receiving similar governmental assistance, lease holder(s) they must be employed for at least one full year prior to the submittsubmit an award letter. If Lease holder(s) are employed, they must submit al of the completed application and must provide at least onethree months of pay stubs for Income verification. Lease holder(s) that cannot demonstrate at least one full year of employment prior to the submittal of the completed application (and are not exempt from this requirement) must pay an additional security deposit of $350 for a studio, $400 for a one-bedroom unit and $450 for a two-bedroom unit, provided that the total security deposit required from any Applicant shall not exceed the limitations imposed under Civil Code Section 1950.5(c) as amended from time to time.

Section 54.2.3Self-Employment. Lease holder(s) that are self-employed must provide a complete copy of the previous year’s personal tax returns, and copies of business and personal bank statements for the six months, and a profit and loss statement prior to the submittal of the completed application.

Section 54.2.4 Lease Income Requirement. Notwithstanding Income requirements in Section 4.3.1Lease holder(s), Income must have an income ofbe at least 2 ½ times (250 percent) the rental rate for the Restricted Unit at the time of application, but not less than 20 percent of the AMI, in order to be considered for occupancy.

Section 54.2.5 Rental History. Must provide 3 years of verifiable rental history.

Rental history can be verified by a notarized letter from a prior landlord, proof of payment (i.e., cancelled checks), or similar documentation.

Section 54.2.6 Criminal Background Check. A state and nationwide criminal background check will be conducted is required for allevery Household members over 18, to ensure that Applicants meet (minimum criteria in accordance with Exhibit B). The Authority has enforces a Zero Tolerance Policy for drug-related activity and violent criminal activity (see Exhibit E). Any conviction related to such offenses, or anyfor criminal, violent behavior that threatens Residents’ or drug activity is grounds for denial.

Applications will also be denied for any activity that could prove to be detrimental to the health and safety andor right to peaceful enjoyment, will result in application denial of the other Residents.

Section 54.3 AFFORDABLE QUALIFICATION REQUIREMENTS. All Households must meet the affordable qualification requirements listed in this Section as well as those lease requirements listed under Section 4.2 in order to become a Qualified Household under this Plan.

Section 54.3.1 Household Income Criteria. Households applying for tenancy in a Restricted Unit must have a Household Income (not including that of Live-in Aides) of not less than 20 percent of the AMI and not more than 120 percent of the AMI. 534
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Household Income will be categorized as very low, low, or moderate pursuant to the definitions applied herein.

Section 54.3.2 No Ownership in Real Property or Mobilehomes. No intended occupant of the Restricted Unit may have owned real property that includes a habitable dwelling unit within the last two years. The only allowable exception is where the Applicant has filed court documents for dissolution of marriage or legal separation.

Proof of the court’s disposition as to the habitable dwelling unit must be submitted to the Management Company upon receipt by Applicant. Proceeds from the sale of real property will be considered as part of the Household Income pursuant to Title 25.

Section 54.3.3 Certification And Recertification Of Eligibility. Applicants and/or Residents must agree to provide the documentation prior to lease signing and again prior to lease renewal to certify that the Household remains eligible within these guidelines.

Section 54.3.4Proof Of Income. Proof of Income is required of all occupants over the age of 18 (except for Live-In Aides).

Section 54.3.5 Changes In Income. Applicants and Residents must agree to notify management of any increase or decrease in monthly Household Income in excess of 30 percent.

Section 54.3.6Primary Residence Requirement. Applicants must agree that the Restricted Unit will be the primary and sole residence of all occupants listed on the lease agreement.

Section 54.3.7Other Housing Assistance. Any Applicants, Residents, or Households receiving other housing assistance must disclose the source and amount at the time of application or immediately upon receipt ofreceiving such assistance whichever occurs firstaid. Resident rent will be adjusted accordingly. Households in this categorycovered by this Section will follow the same waitlist policies and procedures to be placed on the wait list.

Section 54.4 CREDIT CHECKS, BACKGROUND CHECKS, AND DOCUMENTATION VERIFICATIONS. Pursuant to Section 4.1.7, all Household members over the age of 18 are required to sign documents authorizing the Management Company to complete a review of the requirements of this Section. The Management Company is required to follow state and federal regulations when conducting credit checks, background checks, and document verification for prospective Residents. These processes help ensure that applicants meet the eligibility criteria for affordable housing programs, while also maintaining fairness, transparency, and compliance with housing laws.

Section 54.4.1Applicant Certifications and Verifications:

54.4.1.a Authorization for Release of Information Form. California Consumer Credit Reporting Agencies Act (CCRAA) requires written consent from the applicant before conducting a credit check, and applicants are entitled to receive a copy of the credit report if requested.; 535
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54.4.1.b Application and/or Resident Income Certification;.

Consideration of Credit History, while the credit report may be reviewed, California law prohibits from automatically denying applicants based solely on poor credit. The credit report should be used as one factor among others, such as income, rental history, and compliance with program requirements.

54.4.1.c Exemptions. Applicants with no credit history or those who have faced economic hardships may be considered on a case-by-case basis, allowing for alternative screening criteria.Certification that all prospective Household members over the age of 18 have read and understand the eligibility requirements in this Plan; HUD defines economic hardship as follows:

5.4.1.c (i) An individual or family with an annual income below 30 percent of median family income for the area.

5.4.1.c (ii) Temporary hardship requires reinstating the minimum rent and offering a reasonable repayment agreement.

5.4.1.c (iii) Long-term hardship suspends the minimum rent until it ends.

5.4.1.c (iv) Financial hardship includes loss of eligibility for federal, state, or local assistance programs.

5.4.1.c (v) Hardship requests must follow specific criteria and procedures.

54.4.1.d Certification and Release of Information. Applicants for a Restricted Unit must provide the following certifications and authorizations to ensure that all information submitted is accurate and complete and to comply with applicable laws and regulations.

5.4.1.d (i) The Applicant must certifyCertification that all information provided in the application is true and complete., This includes the responsibility to report anythat all changes in Income, and/or Household composition or any other factors that may affect eligibility.will be reported, Additionally, the applicant must confirm that all relevant any prior housing assistance has been fully disclosedreported, and that the Restricted Unit will not be a duplicate residence (i.e., not claiming multiple units as primary residence)., The Applicant and acknowledgesing that providing the potential for criminal and administrative actions for false or misleading information could result in criminal and administrative actions, including fines or disqualification from receiving assistance;.

54.4.1.e Release of Iinformation for Rental Verification. The Applicant must authorize the release of information from their at current or priorprevious landords to verify rental history, including but not limited to payment history, lease compliance, and rental references. addresses for rental verification(s) This release is necessary for the Management Company to confirm the applicant's qualifications for the Restricted Unit.;
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4.4.1.f Certification of Child Support Income. The Applicant must certify whether they Certification that no child support Income is received or, for Households that receive child support Income. If child support is received, the Applicant is required to disclose the total amount of a certification that all Income received from child support has been disclosed. If no child support income is received, the applicant must provide certification to this effect. Any discrepancies or omissions in reporting child support income may affect eligibility or result in corrective actions.;

54.4.1.g Certification of Alimony, Family Support, or Additional Deposits.

The Applicant must certifyCertification whether they or any member of the Household receive that all alimony, family support, or other forms of financial assistance not already disclosed in Income. Anyif applicable, any additional sources of Income, including bank deposits or other financial contributions, provided to any member of the Household has beenmust be disclosed and supplemented with appropriate documentation, when applicable; and (e.g., bank statements, court orders, etc.) must be provided to substantiate the claims. This ensures that all financial resources are considered in determining eligibility.

54.4.1.h Other Required Certifications or Verifications. The Applicant agrees to complete aAny otheradditional certification or verification forms deemed necessary by that the Management Company deems necessary to meet to satisfy a the requirements of this Planthe affordable housing program. This may include documents related to income verification, residency status, or other factors affecting .eligibility.

Section 54.4.2 Credit Reports/Background Checks. In accordance with Exhibit B, cCredit reports and background checks will be obtained for every familyall Household members aged 18 years or older in accordance with Exhibit Bas part of the eligibility determination process for a Restricted Unit. The iInformation provided thesein such reports will be used to assess the Applicant suitability for housing. in determining eligibility for a Restricted Unit and aAny one or more of the following findings for any of the intended occupants willmay result in the denial of the rental application or continued tenancy.:

54.4.2.a Amounts Owed to Government Entities. Any outstanding aAmounts owed to any Public Housing Authority (PHA),or any Federal, State or Local housing assistance programs, may result in the denial of the application. Applicants are required to disclose all prior housing assistance debts, including those owed to any housing authority or assistance program.

54.4.2.b Fraud in Connection with Housing Assistance Programs. Any history of Ffraud or misrepresentation in connection withinvolving any Public Housing Authority, or Federal, State, or Local housing assistance programs will result in the denial of the application. This includes instances of providing false information or concealing information related to housing assistance.

54.4.2.c Eviction from Agency-Controlled Property. An eviction from any Agency property, Authority property, Public Housing Authority, or property under the control of the by which the Agency, Authority or Public Housing Authority has or had control at the time of tenancy will be considered grounds for denial. This includes any 537
Administrative Plan Section 54: Applications and Household Qualifications Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

evictions from properties managed or owned by the housing provider or any affiliated authority.

54.4.2.d Eviction from Other Rental Housing. An eviction from any previous rental housing, including private rentals or other public housing, may result in the denial of the application if deemed relevant to the applicant's ability to maintain tenancy.

54.4.2.e Violation of the Authority’s Zero Tolerance Policy. Any conviction for activityies that would be a violatione of the Authority’s Zero Tolerance Policy (attached as outlined in Exhibit E) will result in denial. This includes, but is not limited to, violent crimes, drug offenses, or other activities that threaten the safety and well-being of the housing community.

54.4.2.f Sex Offender Registration. Any person who is subject to a lifetime registration requirement under a Federal, State or County sex offenders’ registration program .will be denied tenancy. Due to the proximity location of Restricted Units tonear schools and playgrounds, individuals a person subject to a temporary or permanent registration requirement under such programs for a stated period of time will be denied during such registration period, as required by law.

54.4.2.g Falsification of Identification. Falsification or manipulation of identification documents, which (includesing but is not limited to the following: birth certificates, government issued identification or documents, identification cards ordriver licenses, social security numbers or cards, and any other official documents) will result in the denial of the application. Any attempt to use fraudulent documents will be taken seriously and may lead to legal action.

54.4.2.h Falsification or Concealment of Income or Asset. Applicants who Ffalsifyication or concealment of Income, Assets or related documentation for the purpose of obtaining housing assistance or qualifying for a Restricted Unit will have their application denied. Full and accurate financial disclosure is required for eligibility.

54.4.2.i False Statements or Omissions During Application Process. Any fFalse statements or willful omissions made at any time point during eligibility, qualification, the application process, eligibility determination, or subsequent leasing and tenancy, with the intent to mislead or for the purpose of obtaining housing assistance fraudulently, will result in the denial of the application and potential criminal actions..

54.4.2.j Outstanding Judgement or Bankruptcy Filings. Any outstanding judgments, or bankruptcyies filinged within two (2) years prior to the submittalssion of the completed application will be considered ineligibility factors. This includes personal or business bankruptcies and any legal judgments that have not been resolved.

Section 54.5 ADDITIONAL DOCUMENT SUBMITTAL. Once After submitting the initial application, has been submitted, any additional documents reasonably required by the Management Company must be submitted provided within ten (10) days from the dateof the additional documents were requested. If the Eligible Household is unable to obtain the required documents within the specified this time frame, a one-timean extension of ten (10) days may be 538
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requested. Failure to submit, of the Applicant to provide, obtain or authorize, or obtain the necessary documentation or background checks within the specified or extended timeframe will result in the denial of be cause for the application to be denied. After In the event of a denial pursuant to this Section, the Household would maybe required to contact the Property Manager and request to that it be added to the bottom of the appropriate waiting list as an Interested Household.

Section 54.6 APPLICATION ACCURACY. All information provided in the completed application is required tomust be as accurate and complete to the best of the Applicant’s knowledge. as possible to prevent any dDiscrepancies, omissions, or inaccuracies in the application may result in the and/or cause a denial of application or, if discovered later, termination of tenancy. Applicants are advised to carefully review all submitted information to ensure compliance.

Section 54.7 APPLICATION APPROVAL/DENIAL. Upon receipt of a completed application, the Management Company will process the applicationconduct a thorough review, including verifications of Income, Assets, rental histories, background checks and credit reports.

Upon If the Applicant satisfies all the requirements, satisfactory review of all documentation required by this Section, the Applicant will be notified via phone, mail, or email of approval for tenancy via phone, mail or email, (with written confirmation later sent to the Applicant)provided thereafter. At this stage, If the application is approved, the Household shall will be officially deemed a Qualified Household.

If the application is denied, the Applicant shall will receive written notice of ineligibility including specific the reasons for the denial. If tThe Applicant has the right to disputes the reason for the denial, the Applicant must by responding within ten days of the notices mailing dateof the denial.

Upon receiving a dispute, If the Applicant does so, the Management Company will conduct an individualized assessment of the Applicant’s claims to ensure that (1) the application was evaluated objectively and without biasin a fair, transparent manner, and (2) the denial iswas based on correct and verifiedaccurate information.

If the application is denied, the Applicant will receive a written notice of ineligibility, including specific reasons for the denial.
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Section 56. LEASING POLICIES AND PROCEDURES
The Authority operates the Restricted Units with leasing standards that will ensure the continued success of our affordable programs as well as comply with fair housing laws. The Authority and its representatives, including Management Company personnel, will not discriminate against any person on the basis of race, creed, color, sex, religion, national origin, familial status, sexual orientation, political beliefs, disability, handicap, or any other status that is protected under federal or state law. Prior to admission into a Restricted Unit, all adult Household members that will be residing in the Restricted Unit must sign a lease.

Section 65.1 RESIDENTIAL LEASE AND ADDENDA. Once an Applicant qualifies becomes a Qualified Household, a residential lease will be signed by the Household members listed in Section 5 shall sign a residential lease required under Section 4. The residential lease may include addenda that meetsatisfy the requirements of this Section, and these addenda will be considered a part of the residential lease. No Resident will occupy a A unit may not be occupied without an fully executed residential lease. The lease becomes enforceable Oonly after all parties have signedat such time as the lease is fully executed will it become enforceable.

The residential lease will include the following information:

Section 65.1.1 Lease Term and Effective Dates. This section outlines the start and Effective end dates or the term of the lease.

Section 65.1.2Parties to the lease. This section lists all individuals included in the lease, categorized as either (i.e., all occupants listed and designated as adults or minors).

Section 65.1.3 The uUnit location. This section specifies the or apartment number or location of the unit.

Section 65.1.4 The mMaximum occupancy. This section indicates the maximum number of occupants allowed in the units.

Section 65.1.5 LeaseThe Tterms. This section includesing details such as but not limited to the rental rate, anddue dates due, late chargesfees, returned check charges, payment methods of payments, locations where for submitting rental payments, are accepted, prorations, deposit requirements and allowable uses, cable cost, gate access, utility payment requirements or adjustments, assigned parking space designations and any rent incentives in effectthat may apply.

Section 65.1.6 The policies of the property as updated from time to time, also known as the House Rules and Regulations, which may address ̶ among other things ̶ the following topics:

Noise Personal property responsibility
Waterbeds Liabilities
Housekeeping Crime/drug free housing
Plumbing Use of patio/balconies
Damage Appliance agreements
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Vehicles and vehicle parking Satellite dish and/or antennas Security Animal Policy
Lockout policy Absences from the Restricted Unit in
Guest and Visitor occupancies excess of three (3) weeks including Amenity Area guidelines vacations, military duty, medical Apartment condition, alterations, conditions or to care for a family and damages member not residing at the unit
Subletting, Assigning, Subleasing due to serious illness Unit inspections
Antenna & Satellite Dish
Balconies/Patios/Windows
Cleaning of Bathtub/Blinds &
Windows/Carpet/Premises
Countertops
Community Amenities
Crime Free & Drug Free Housing
Dress in Public Areas
Earthquake Procedures
Electric Personal Assistive Mobility Devices
(Scooters & Wheelchairs)
Emergency Information Sheet
Energy and Water Conservation
Fire Procedures
Garbage Disposal
Guest and Occupancy
Income Recertification
Inspections
Insurance
Laundry
Light Bulbs
Locks and Keys
Maintenance – Fault Repairs
Modifying the Premises
Mold
Moving Out
Only Place of Residence
Parking
Peaceful Enjoyment
Package Delivery
Parking
Peaceful Enjoyment
Plumbing
Radios and Television
Pest
Shopping Carts
Smoke Detectors/Alarms
Smoke-Free Apartment
Telephones
Use
Vacations
Waterbeds
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Section 6.1.7 Acknowledgment of Rules and Regulations. All Residents and all members of the Household over the age of 18 will be required tomust acknowledge receipt of such these rules and regulations.

Section 6.1.8 Violations. The Management Company will notify Residents in writing of any violations of the House Rules, Lease Agreement, or and Regulations and all other violations of the residential lease in writing, and where any other applicable regulations, as required by noticed in accordance with applicable law governing such violations.

Section 6.2 RESIDENTIAL LEASE POLICIES AND NOTICES.

Section 65.1.72.1 The pPolicies and regulations regarding notices for vacatingnotices.

Section 65.1.82.2 The pPolicies with regarding to condemnation.

Section 65.1.92.3 The pPolicies regarding attorney’s fees and costs.

Section 65.1.102.4 Notice Notification of applicable laws, such aslike Megan’s Law, and the regulations governing lead-based paint, and mold regulations.

Section 65.1.112.5 Policies imposed as a part of participating in the Authority’sfor affordable housing program participation, if applicable (i.e.,such as annual recertification requirements).

Section 65.1.122.6 Policies on maintenance, and entry to Restricted Units acces, smoke detector/alarm responsibilities, and definitions of normal wear and tear.

Section 65.1.132.7 Policies on standard maintenance and emergency maintenancerepairs.

Section 65.1.142.8 Policies on renter’s insurance for renters and personal property.

Section 65.1.152.9 Signatures required of both the Resident(s) (and all members required to sign) and Management Company’s agent representative.

Section 65.23 LEASE DEPOSITS. Balance of deposit, move-in prorates and the first full month of rent must be in the form of a money order or cashier’s check.

Section 65.34 LEASE PAYMENTS AND LATE CHARGES. All Rent payments for rent and late fees charges will are to be made paid at thea location statedspecified in the residential lease agreement.

Section 65.34.1 Rent is due on the first day of each month. 542
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Section 65.34.2 Rent is considered late after the close of business on the fifth of each month at 5:00 p.m. PST on the 5th day of each month unless otherwise provided in the lease specified.

Section 65.34.3 Late fees will apply be imposed after at 5:01 p.m. PST on the fifth 5th day of each month.

Section 65.34.4 All payments of rRent and fees must be paid , late charges, attorney’s fees, cable or any other payments made to management offices are to be made by personal check (so long as there have beenif no checks returned for “non-sufficient funds” checks have been issued in the previous three months), money order, or cashier’s checks directly to the management office. NO CASH PAYMENTS FOR RENT WILL BE ACCEPTED except for a Three (3) Day Pay or Quit payment.

Section 65.34.5 Payments will be accepted only at the location stated outlined in the residential lease, unless otherwise specified notified in writing by the Management Company of an alternate acceptable locationat least ten (10) days beforeprior tothe rent due date.

Section 5.45 LEASE ADDENDA IN WRITING. All addenda to leasesAny changes or addition to the lease must be in writing and signed by both parties. Oral agreements or modifications will not be enforceable and shall be void unless written and signed by both parties at the time of agreement valid.

Section 65.56 LEASE MODIFICATIONS. Changes to the Llease modifications willmay be made to reflect the residential lease form as necessary to accommodate any changes ofin the affordable program, clarification to policies or applicable laws or policy clarifications.

Section 65.67 PRE-OCCUPANCY INSPECTION. An Before move-in an authorized representative of the Management Company and an adult member of the Household member will inspect premises the Restricted Unit prior to commencement of occupancy. Aand complete a move-in inspection form, indicating thenoting the conditions of premises the Restricted Unit will be made, signed, and filed in Aapplicant file.

Section 65.78 RENTAL RATES.

Section 65.78.1 Setting Rental Rates. Rents will be established annually as set forth in the Rental Rate Policy.

Section 65.78.2 Rental Rents Based on Standard Occupancy. Rentsal Rents will be established pursuant tofollow the California Health and Safety Code Section 50053 guidelines, as it relates to standardized occupancy based on unit size, (e.g., which is one person in the case of a studio unit, two persons in the case of a onebedroom unit, three persons in the case of a two-bedroom unit, four persons in the case 543
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of a three-bedroom unit, and five persons in the case of a four-bedroom unit, etc.).

Actual occupancyies of each unit will be in accordancealign with the Occupancy Standards Policy.

Section 65.78.3 Household Rent. Individual Household rent shall be established for a Qualified Household after compilation of all Household members’ sources of Incomes, Assets and allowable deductions, and proper notification.

Section 65.89 MAINTENANCE AND ENTRY TO RESTRICTED UNITS.

Section 65.89.1 Inspection. The Management Company or its agent or agents shall be allowed to enter the apartment as provided by state law. Upon 24-hour notice, an authorized representative of the Management Company may enter to inspect the condition of the premises and/or appliances therein. In the event of an emergency, an authorized representative of the Management Company has the right to enter the Restricted Unit without notice.

Section 65.89.2 Service Request. It is the Resident’s responsibility to call in all service requests to the property office location. Residents must allow maintenance staff permission to enter the Restricted Unit to perform a maintenance request in the event the Resident is not home or schedule an appointment during the maintenance hours Monday through Friday, between 8:00 a.m. and 5:00 p.m. All service requests will be responded to within a 24-hour period. After hours emergency service is available.

Section 65.910 LEASE RENEWALS. Leases under consideration for renewal by the Management Company must be renewed prior to the stated expiration of the residential lease or the Resident reverts to a month-to-month tenancy at the maximum rental rate for the Restricted Unit.

Leases under consideration for renewal by the Management Company for Residents that were previously deemed a Qualified Household must recertify their eligibility status annually in accordance with Section 6 below.

Section 65.1011 NO SUBLETTING. The leases shall prohibit subleasing of Restricted Units in whole or in part.

Section 65.1112 LIVE-IN AIDES. A Live-In Aide will be allowed, provided he or she is essential to the care and well-being of an elderly or disabled person who resides within a Restricted Unit. The Live-In Aide will be subject to this Plan except where noted and will be required to sign a consent for the purposes of a background check and an affidavit certifying annually that he or she qualifies as a Live-in Aide under Title 24 CFR Section 5.403. The LiveIn Aide will also acknowledge acceptance of the terms of occupancy in a Restricted Unit. The addition of a Live-In Aide must not overcrowd the Restricted Unit as prescribed in the Occupancy Standards Policy.
544
Administrative Plan Section 56: Leasing Policies and Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 65.1213 ANIMALS. The leases shall require Residents to comply with the Animal Policy (attached as Exhibit D).

Section 6.14 RESIDENTIAL LEASE ENFORCEMENT.

Property Management shall enforce the terms of the Residential Lease as they apply to the eviction policies and procedures.

Section 6.2.2.a Cases involving nonpayment of rent shall be handled as follows:

6.2.2.a (i) Residents having financial problems that affect payment of their rent may be referred to an appropriate social agency for assistance with remedying their problems. Any rent payment workouts resulting from the above will be in writing and signed by the Community Manager and by the resident(s). Such documentation will become part of the resident's permanent file.

6.2.2.a (ii) Notwithstanding the above, residents who do not pay their rents by the fifth day of the month shall receive a three (3) day notice to pay or quit.

Such notice shall be in accordance with the appropriate State Code of Civil Procedures.

If the notice is not complied with and the Community Manager is unable to work out a suitable rent payment program with the resident, an unlawful detainer action will be filed and the matter will be referred to a professional eviction service or attorney specializing in this area of the law. Once such procedures are initiated, the eviction process should take between thirty (30) and sixty (60), days.

Section 6.2.2.b Cases involving a violation of the Residential Lease or House Rules shall be handled as follows:

Section 6.2.2.b (i) The Community Manager's staff will keep residents advised, through newsletters, reminder posters, or written warning notices, of policies in place at “The Apartments”. Management staff will work with residents and enlist the support of service agencies as required to prevent recurrent violations. Evictions will take place as a last resort.

Section 6.2.2.b (iii) Residents shall receive, in person or by U. S. mail, written notice of minor infractions of the Lease and House Rules. The initial notice shall advise residents that such infractions are violations of the Lease and/or House Rules and that upon issuance of the third warning notice for the same violation, management will issue a 60-day notice of Intent to Terminate Tenancy.

Any notice of termination or eviction shall contain a statement of the facts constituting the cause for the termination or eviction and a statement of the resident's rights under the grievance and appeal procedure if applicable. 545
Administrative Plan Section 67: Recertification Requirements Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 67. RECERTIFICATION REQUIREMENTS
Section 67.1 REQUIRED ANNUAL RECERTIFICATION. Qualified Households with a current lease will be required to recertify annually to ensure the Household remains a Qualified Household. Failure to recertify will result in the termination of tenancy.

Section 67.1.1 Recertification Appointments. The Management Company will set schedule recertification appointments with the Resident to bring collectin the necessary documentation for Income and Household recertificationdocumentation. The Management Company will set the appointments with the Residentwill be set in advance of the lease renewal date so as to giveprovide proper notice to the Residents of any rental rate adjustments. AIf a Resident failsthat does not to provide all the properrequired documentation within two weeks from the date of the request, for the documentation by the Management Company will be giventhey will be noticefied of that assistance will be discontinuedation of assistance and return to the rent will revert to the maximum rental rate for the Restricted Unit at the end of the lease term. Upon the expiration of the residential lease, the Resident will revert to a month-to-month tenancy at the maximum rental rate for the Restricted Unit for a period of not more than six (6) months at which time, with proper Notices having been given, the Resident will vacate.

Section 67.1.2 Recertification Documentation. The Management Company will request require the necessary documentation for the purpose ofto recertifying the Household as a Qualified Household, including but not limited to:

67.1.2.a Updated Income documentation for all household members over the age of 18 (except forexcluding Live-In Aides), including but not limited to tax returns, pay stubs, bank statements, unemployment earnings statements, and disability/ or social security earnings statements.

67.1.2.b Updated Assets documentation for all Household members over the age of 18 (except for excluding Live-In Aides), including but not limited to documentation of any interest in real property interests, savings accounts, stocks, bonds, and other forms of capital investments.

67.1.2.c Documentation necessary to verifying that all Household members meet affordable housing criteria as listed in Section 45.3 have been met by all Household members.

67.1.2.d Documentation confirming that all Household members meetnecessary to verify Applicant lease requirements in Section 45.2.1 through 45.2.6 have been met by all Household members.

67.1.2.e All members of theProof of identification for all Household members must provide proof of identification that complies with (as required in Exhibit B) 546
Administrative Plan Section 67: Recertification Requirements Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

below for copying.

67.1.2.f Authorization and/or signed consent forms to allowing the verificationy or obtain Income, Assets, identification and employment information for all Household members over the age of 18. All Household members who authorize release of information or background checks have the rights toResidents’ privacy rights under federal privacy laws apply.

67.1.2.g Any other additional documentation information reasonably deemed necessary by the Management Company to determinedeems necessary to determine eligibility.

Section 67.1.3Annual Recertification Confirmation as a Qualified Household.

Once Upon receipt of all required recertification documentation required by this Sectionis received, the Management Company will confirm whetherthat based on the updated documentation provided by the Household that the Household remains qualified. InIf a the event the Household Income changes, requires that the Income Category of the Household be changed in either direction, the Management Company willthe lease will be adjusted the terms of the new lease to reflect the change innew Income Category. (The Management Company will re-lease Restricted Units according to the Income by Unit Allocation through vacancies to accommodate the change in Household Income during recertification.) In the event thatIf a Household no longer qualifies, can be deemed a Qualified Household after recertification, the Resident will revert to athey will transition to a month-to-month tenancy at the maximum rental rate for the Restricted Unit forup to a period of not more than six months, atafter which time, with proper notices, having been given, the Residentthey will be required to vacate, unless limited by other federal, state, local or funding guidelines.

Section 67.2 CIRCUMSTANTIAL OR INTERIM RECERTIFICATION. A circumstantial or interim recertification may be required conducted upon submission of appropriate documentation by a Household on a case-by-case basis, when deemed necessaryas determined by the Management Company. This Such recertification may initiate a new anniversary date for the revised or amended lease on a case by case basisHowever, no circumstantial or interim recertification will be conducted within the first twelve (12) months of tenancy. Recertification may occur for This review may occur for either of the following reasons:

Section 67.2.1 Changes in Household Size. Any increase or decrease in Household size. Changes in Household size, if will only be processed if they are anticipated to continue last for 60 days or more days.

Section 67.2.2 Change of Household Income. Any increase or decrease in monthly Household Income in excess of 30 percent. Changes in household Income, will only be processed if they an increase or decrease exceeds 30%, and is are anticipated to continue last for 60 or more days.
547
Administrative Plan Section 67: Recertification Requirements Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 67.2.3 Temporary Recertification. Temporary Rrecertification, may be done on a monthly or quarterly basis upon declaration by a Resident that the Household Income has temporarilysuch as decreased in Income due to unemployment or disability.

Proof of unemployment or disability will besuch condition is required.

Section 67.3 ANNUAL INSPECTIONS. At least once annually, an inspection will be conducted by the Management Company to verify that the Residents occupying the Restricted Unit have maintained the Restricted Unit in good condition. Such inspections will be by appointment, but may or may not require the Resident to be present.

Section 67.4 FALSE STATEMENTS AND WILLFUL OMISSIONS. False statements or willful omissions made during any recertification process may result in denial of assistance or in the recapture by the Authority of the rental assistance for any period in which the amount of rental assistance was affected by any false statement or willful omission. 548
Administrative Plan Section 87: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 78 TERMINATION OF TENANCIES AND MOVE-OUT PROCEDURES Section 78.1 TERMINATION OF TENANCIES OTHER THAN BY EVICTION. The procedures noted in this Section 7.1 do not apply to evictions.

Section 78.1.1End of Lease Term. With proper notice, as described in this section, the Management Company or Resident may terminate a tenancy at the expiration of the residential lease without reason or cause.

Section 78.1.2 During a Lease Term. A tenancy may be terminated during a lease term without the termination being deemed an eviction under the following circumstances:

78.1.2.a Death of the sole Resident of a Restricted Unit.

78.1.2.b By abandonment of the premises by the Resident as determined in accordance with Civil Code Section 1951.3.

78.1.2.c By the determination by the Management Company of Resident ineligibility under this Plan.

78.1.2.d By written agreement of both the Management Company and the Resident.

Section 78.1.3 Notices to Vacate for Termination of Tenancies Other Than by Eviction.

78.1.3.a Resident Notices to Vacate. Residents must provideing 30 days’a written notice to vacate, “Notice of Intent to Vacate”, must give 30 days written notice to the Management Company, unless a different time period for such notice is prescribed by Civil Code Section 1946, as amended from time to time.

78.1.3.b Management Notices to Vacate. When tThe Management Company must provides a written notice to vacate, “Notice of Termination of Tenancy”, the Management Company must give notice to the Resident in accordance with applicable law.

Section 78.1.4 Move-out Procedures. At such time as a Resident or Management Company provides a When a Notice to Vacate as detailed in this Section is issued, inspections may be requested and will be conductedfollow the guidelines in accordance with Civil Code Section 1950.5(f), as amended from time to time.

Section 78.1.4.a Notice of Option to Request an Initial Pre-Inspection Request. Residents may request an initial pre-inspection of their Restricted Unit upon providing a written 30-day vacating notice to the Management Company. All pre549 Administrative Plan Section 87: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

inspections must be requested in writing by the Resident, otherwise the Management Company will not conduct one. The Pre-Inspection provides a 30 day option for Residents to address maintenance or repairs that the Management Company identifieds as potential repairs or maintenance that will be required at time of move-out.

Section 78.1.4.b Scheduling the Initial Move-out Inspection. The Management Company will attempt to coordinate with the Resident to schedule the initial move-out inspection at a mutually agreeable time and date. It will not be scheduledno more than two weeks priorbefore to the Resident vacateing or the end of the lease date. Scheduling should allow the Resident ample time to perform repairs and/or cleaning identified during the initial inspection and relayed to the Resident. The Management Company will give Residents will be given at least 48 hours’ notice of initial inspection.

Section 78.1.4.c Opting Out of a PreMove-Out Inspection. If the Resident does opts not to request a premove-out inspection, the Management Company no inspection will not beconduct one performed, but. Upon the Resident vacating, the Restricted Unit will be inspected to determine the work necessary repairs and cleaningto prepare the Restricted Unit to market and re-lease. Residents are strongly encouraged to request an initial inspection.

Section 78.1.4.d Inspection Exceptions. The Management Company is not required to perform an initial move-out inspection if the Resident has been served with an eviction notice stating that the Resident has failed to pay the rent for nonpayment, lease violations ed a provision of the lease or the rental agreement, materially damaged the property damage, committed nuisance, or used the property for an unlawful usepurpose.

Section 78.1.4.e Inspection Findings. The Management Company All corrections identified during any pre-inspection or final inspection will be noted and a copy will be provided to the Resident aswith an itemized statement specifyingdetailing the any repairs or cleaning needed. that will be the basis for deductions to the security deposit. Deductions cannot be taken for conditions caused bywill not be made for normal wear and tear during tenancy or previous tenancies, or for cleaning a Restricted Unit that is as clean as it was when the existing Resident moved in.

Section 78.1.4.f Final Inspection. A final inspection will be scheduled at the time of move-out to check for. The final inspection will be made to note any remaining items not addressed by the Resident that are still in needing of repair or cleaning.

Section 78.1.4.g Resident Presence. Residents may be present during any of the inspections; howeverthough, the inspections may proceed take place in the absence of the Resident if the Resident is not availablepresent during the scheduled 550
Administrative Plan Section 87: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

inspection time .

Section 78.1.5 Maintenance and Repairs Necessary Due to Impending Move-out.

Any Ccorrections identified during an the initial move-out inspection can be addressed and noted on the itemized statement may be corrected by the Resident by performing any required maintenance as permitted during the period following the initial move-out inspection through the termination of the tenancy in order to avoid deductions from the security deposit.

Section 78.2 TERMINATION OF TENANCY THROUGH EVICTION. This sSection

7.2 covers eviction policies and reasonsoutlines the grounds and process for commencing eviction proceedings.

Section 78.2.1 Reasons for Eviction.

Section 78.2.1.a Violations of the Lease. Lease Vviolations, of any of the lease terms may result in termination of the lease and eviction. These includinge but are not limited to, those outlined in violations of the Authority’s Zero Tolerance Policy (attached as Exhibit E), unlawful use of the Restricted Unit for unlawful purposes, destruction or waste of the Restricted UnitProperty damage, disruptions of the peaceful enjoyment of other residents’ peaceful enjoyment, in the community, and any condition caused by the Resident which constitutes a nuisance or jeopardizes the health and safety risksof the Resident or other residents of the community.

Section 78.2.1.b Non-Payment of Rent. Failure to pay rent may result in Non-payment of rent is grounds for termination of the lease and eviction. Processes for non-payment of rent and the procedures for filing an unlawful detainer will follow the procedures as outlined in the California Code of Civil Procedures and the California Civil Code.

Section 78.2.1.c Misrepresentation of Eligibility Under the Plan. False statements or willful omissions related to eligibility made for the purposes of obtaining or retaining a Restricted Unit may result in termination of the lease and eviction.

Section 78.2.2Eviction Process.

Section 78.2.2.a Eviction Notice. Once it has been determined that tThe Management Company will proceed withserve an eviction notice in , the Management Company will serve the Resident with a notice to vacate the Restricted Unit within the time period provided underin accordance with California law.

Section 78.2.2.b Verification of Occupancy. After the Resident’sIf the Eviction Notice expires, and the Resident has not vacated, the Management Company 551
Administrative Plan Section 87: Termination of Tenancies and Move-Out Procedures Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

will attempt to verify occupancy. If the Restricted Unit is still occupied, and no arrangements have been made to vacate, proceedings for a court ordered eviction proceedings will commencebegin. If the Resident has vacated, but owes money, has an outstanding balance due for the tenancy or unit repairs and the security deposit is insufficient to cover such costs, the Management Company will take legal action to recover attempt to collect the balance due and may use any remedies available including court action. In the event there are sufficient monies available within the security deposit to cover any amounts due from the Resident, the deductions and/or refunds shall be made to the security deposit in accordance with Civil Code Section 1950.5 as amended from time to time.

Section 78.2.2.c Unlawful Detainer. If necessary, the Management Company will file Aan unlawful detainer action may be filed with the superior in court, in accordance with California law. This providesallowing the Resident the right to pursue a court hearing regarding the merits and legality of opportunity to contest the eviction.

Section 78.3 REFUND OF SECURITY DEPOSIT. Security deposit refunds will be processed in accordance with Civil Code Section 1950.5 as amended from time to time.

Section 78.3.1 Notification of Itemized Security Deposit Disposition. After inspection and assessment of the conditions of the vacated Restricted Unit, and after all necessary cleaning and repairs have been performed, the Management Company will notify the Resident of the security deposit disposition within 21 days. The Management Company will mail or deliver a copy of an itemized statement indicating the detailed charges against the security received and the amount to be refunded, if any. Attached to the itemized statement to the Resident shall be copies of invoices and charges incurred in order to clean or repair the Restricted Unit.

Section 78.3.2 Resident’s Entitlement to Security Deposit. If Resident is not notified as to the disposition of the security deposit within the required notification period in Section 78.3.1, the Resident shall be entitled to 100 percent of the original security deposit amount.
552
Administrative Plan Section 8: Grievance Process
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 89 GRIEVANCE PROCESS
Section 89.1 GRIEVANCE APPLICABILITY. This Grievance process shall be applicable to all Applicants and Residents of the Authority. Grievances that may be considered under this process will include actions related to the Resident’s tenancy, but does not apply to non-payment of rent and the other matters governed by Section 78.2. Under no circumstance may a Grievance be filed after issuance of any notice in accordance with Section 87.2.2. A copy of this process shall be provided to all Residents prior to occupancy of the Restricted Unit, and shall be provided to any Applicant upon request.

Section 89.2 GRIEVANCES PROCEDURES. All Applicants and Residents (hereinafter “Complainant”) shall attempt to resolve disputes and complaints directly with the Property Manager before seeking the following remedies outlined in this process. If an Applicant or Resident perceives any representative of the management to have engaged in discriminatory behavior concerning lease requirements, disability status, accommodation requests, application processing, management policies, resulting in an adverse impact on the complainant's rights, the initial recourse is to engage in an informal discussion of the incident between the complainant and the management. Regular and transparent communication between the manager and residents or applicants is the optimal approach to prevent misunderstandings and foster mutual respect. In the event that an amicable resolution is not achieved through informal discussion, the following steps should be pursued:

Section 89.2.1 Informal Grievance Review. Any Grievance shall be presented to the Property Manager either orally or in writing, within 30 calendar days after the Grievance arose so that the Grievance may be discussed informally and hopefully resolved. The goal of the informal review is to settle the problem without the need for a formal review. If the resident or applicant has a complaint and requests a review, they will first have an informal review with the Property Manager or Regional Manager of Property Manager.

9.2.1.a The Resident or Applicant must personally present their grievance, either orally or in writing, to Property Manager’s management office so that management may discuss the grievance with them informally. While they can present their grievance orally, it is better to state the grievance in writing. The grievance must specify both the specific ground(s) for the grievance and the action or relief sought.

9.2.1.b The resident or applicant must present their grievance within a reasonable time, not to exceed ten (10) working days following the incident or action upon which the grievance or dispute is based.

9.2.1.c Once requested, an informal review will be held between the resident or applicant and management within five (5) working days following management’s receipt of the request.
553
Administrative Plan Section 8: Grievance Process
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Section 9.2.2 Procedures for Appeal and Grievance. Resident complaints shall be processed according to the Grievance and Appeal Procedure if applicable. This procedure allows for both informal and formal hearings, while not waiving the rights of the resident, Owner, Property Management or the Housing Authority to any judicial resolution of the matter.

Section 9.2.3 Grievance Process. Once the Property has received a grievance, within ten (10) business days the Management Company shall:

9.4.1 Review the grievance and any supporting information.

9.4.2 Provide information on how the individual who filed the grievance and/or their representative can see and copy their file and any records related to the grievance.

9.4.3 Schedule a meeting between the individual who filed the grievance and/or their representative and a management agent who was not involved in the original action/decision so that they can review it. At the meeting.

9.4.4 Provided an opportunity to present evidence and witnesses.

9.4.5 Residents have the right to be represented or accompanied by a person of their choice at the meeting.

9.4.6 Once the meeting has occurred, within five (5) business days Property Management shall: Make a written determination on the issue, which states the reason for the decision and the evidence relied on in making the decision.

8.2.1.a The Property Manager shall meet with the Complainant within 24 hours, if possible, at which time the Complainant may present oral and written evidence or documentation. Within five business days, the Property Manager will prepare a written summary of this discussion, the Property Manager’s decision, the reasons for that decision, and any steps that will need to be taken to resolve the Grievance. A copy of the Property Manager’s summary will be provided to the Complainant, and a copy will be filed in the Complainant’s file.

8.2.1.b If the Complainant is not satisfied with the Property Manager’s decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days of receipt of the Property Manager’s decision. The Management Company’s Certification Specialist or his or her designee shall meet with the Complainant within seven business days of receiving the appeal, at which time the Complainant may present oral and written evidence or documentation. Summary of the Certification Specialist’s decision and the reasons therefor will be put in writing within five business days, and a copy shall be provided to the Complainant and a copy filed in the Complainant’s file.

8.2.1.c If the Complainant is not satisfied with the Certification Specialist’s decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days after receipt of the Certification Specialist’s decision.

The Management Company’s Regional Vice-President or his or her designee shall meet 554
Administrative Plan Section 8: Grievance Process
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

with the Complainant within 14 business days of receiving the appeal, at which time the Complainant may present oral and written evidence or documentation. Summary of the Regional Vice-President’s decision and the reasons therefor will be put in writing within 14 calendar days, and a copy shall be provided to the Complainant and a copy filed in the Complainant’s file.

8.2.1.d If the Complainant is not satisfied with the Regional VicePresident’s decision, the Complainant must submit a written appeal to the Property Manager within 14 calendar days of receipt of the Regional Vice-President’s decision.

The Management Company’s Corporate Officer or his or her designee shall confer via telephone or other acceptable communication form (i.e., e-mail, written letter) with the Complainant within 21 business days of receiving the appeal, at which time the Complainant may present oral or written evidence or documentation. Summary of the Corporate Officer’s decision and the reasons therefor will be put in writing within 21 business days, and a copy shall be provided to the Complainant and a copy filed in the Complainant’s file.

Section 8.2.2 Informal Hearing. If the Complainant is not satisfied with the Corporate Officer’s decision, the Complainant must submit a written request for informal hearing to the Property Manager within ten calendar days of receipt of the decision from the Corporate Officer, at which time the Management Company will arrange for an impartial, third party arbitration service to hear the matter within 30 business days. The Complainant will be afforded due process safeguards as prescribed by applicable law, including but not limited to the rights to present oral and written evidence and to be represented by an attorney (note: such attorney would be retained at the Complainant’s expense). A summary of the arbitration service’s decision will be provided to Complainant and a copy to the Authority, which copy shall be filed in the Complainant’s file. This decision is final and concludes the Grievance process. An arbitration service that conducts an informal hearing pursuant to this Section 8.2.2 shall not participate in another hearing arranged by the Management Company or Authority for three years following completion of its informal hearing.
555
Administrative Plan Exhibit A
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT A

MULTI-FAMILY APARTMENTS
Project No. Units Telephone
1 CALIFORNIA VILLAS
77-107 California Avenue 141 (760) 345-0452
2 DESERT POINTE
43-805 Monterey Avenue 64 (760) 340-6945
3 LAGUNA PALMS
73-875 Santa Rosa 48 (760) 836-1455
4 NEIGHBORS
73-535 Santa Rosa Way 24 (760) 340-6945
5 ONE QUAIL PLACE
72-600 Fred Waring Drive 384 (760) 568-9835
6 PALM VILLAGE APARTMENTS
73-650 Santa Rosa Way 36 (760) 836-1455
7 TAOS PALMS
44-830 Las Palmas Avenue 16 (760) 340-6945
8 SANTA ROSA APARTMENTS
73-625 Santa Rosa Way 20 (760) 836-1455

SENIOR APARTMENTS
9 CANDLEWOOD
74000-74002 Shadow Mountain Drive 30 (760) 568-3640
10 CARLOS ORTEGA VILLAS
77-915 Avenue of the States 73 (760) 345-1500
11 CATALINA GARDENS
73-600 Catalina Way 72 (760) 568-3640
12 LA ROCCA VILLAS
42-135 Golden Eagle Lane 27 (760) 773-9040
13 LAS SERENAS
73-315 Country Club Drive Desert 150 (760) 773-9040
14 THE PUEBLOS
73-695 Santa Rosa Way 15 (760) 568-3640
15 SAGECREST SENIOR
73-811 Santa Rosa Way 14 (760) 568-3640
556
Administrative Plan Exhibit B
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT B

NON-EXCLUSIVE LIST OF REQUIRED AND PERMISSIVE BACKGROUND CHECK

INFORMATION BY TYPE OF FUNDING
SOURCE

OF INFO INFORMATION

FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED

INVESTIGATI
ON

DISCLOSURE
& CONSENT

INVESTIGATI
ON

DISCLOSURE
& CONSENT
Law
enforcem
ent
agencies
Illegal Drug Use Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
Drug Use that Interferes
with Health & Safety of
Others
Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
Sex Offenses Required
Housing
Auth. must
require &
applicant
must
consent
May obtain
Must notify
applicant, if
basis for
denial
“Serious” crimes
• murder,
mayhem, rape,
burglary
• hate crimes
• offenses re
firearms /
explosives
• felonies
involving
drugs, alcohol
• domestic
violence
May obtain
Must notify
applicant, if
basis for
denial
May obtain
Must notify
applicant, if
basis for
denial
Juvenile Records Prohibited N/A Prohibited N/A
Arrests Not Resulting in
Conviction Prohibited N/A Prohibited N/A
State /
Federal
Governm
ent
Social Security Numbers Required
Housing
Auth. must
require &
applicant
must
consent
May Obtain
Application
must
indicate
disclosure is
voluntary
Citizenship / Residency
Info Required
Housing
Auth. must
require &
applicant
must
consent
Prohibited
N/A. But, if
Housing
Auth. Has
unsolicited
evidence
that
applicant is
undocument
ed, it must
reject the
application
Income / family
composition & tax info, to
verify eligibility
Required
Housing
Auth. must
require &
Required
Housing
Auth. must
require &
557
Administrative Plan Exhibit B
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

SOURCE

OF INFO INFORMATION

FEDERAL FUNDS INVOLVED FEDERAL FUNDS NOT INVOLVED

INVESTIGATI
ON

DISCLOSURE
& CONSENT

INVESTIGATI
ON

DISCLOSURE
& CONSENT
applicant
must
consent
applicant
must
consent
Credit
Agencies
Investigative Consumer
Report
• Credit History
• Character
• Reputation
• Personal
characteristics
• Mode of living
May Obtain
Housing
Authority
must notify
applicant
May Obtain
Housing
Authority
must notify
applicant
• Convictions
• Civil Actions
• Tax Liens
• Outstanding
Judgments
May
Obtain, but
only if
credit
agency has
verified
info within
30d of
disclosure
Housing
Authority
must notify
applicant
May
Obtain, but
only if
credit
agency has
verified
info within
30d of
disclosure
Housing
Authority
must notify
applicant
• Bankruptcies
more than 10y
prior
• Civil
judgments
more than 7y
old
Prohibited N/A Prohibited N/A
Public
Records
Obtained
From
Other
Sources;
Interviews
with
Neighbor
s, Friends
&
Associate
s
Relevant background
information
• Creditworthine
ss
• Credit standing
• Credit capacity
• Civil actions
• Convictions
• Tax Liens
• Outstanding
Judgments
• Character
• General
Reputation
• Personal
characteristics
• Mode of Living
May Obtain
Must notify
applicant, if
basis for
denial.

Consent
recommend
ed.

May Obtain
Must notify
applicant, if
basis for
denial.

Consent
recommend
ed.

In addition to credit reporting agencies, background check information may be obtained from Westlaw, Lexis, DataQuick, Merlin, Choice PointCIC, and similar reputable resources. 558
Administrative Plan Exhibit C
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT C
[RESERVED]
559
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT D

ANIMAL POLICY
Section 1 Definitions
For purposes of this Animal Policy, the following terms shall have the meanings provided in this Section:

Section 1.1. Assistance Animal ‒ shall mean an animal that works, provides assistance, or performs tasks for the benefit of a person with a disability, or provides emotional support that alleviates one or more identified symptoms or effects of a person's disability.

Assistance Animals perform many disability-related functions, including but not limited to, guiding individuals who are blind or have low vision, alerting individuals who are deaf or hard of hearing to sounds, providing protection or rescue assistance, pulling a wheelchair, fetching items, alerting persons to impending seizures, or providing emotional support to persons with disabilities who have a disability-related need for such support. Notwithstanding the preceding definition, the companion animal of an Elderly Household shall also qualify as an Assistance Animal.

Section 1.2. Owner ‒ shall mean the person with primary responsibility for the care of a Assistance Animal or Service Animal.

Section 1.3. Service Animal ‒ shall mean any dog that is individually trained to do work or perform tasks for the benefit of an individual with a disability, including a physical, sensory, psychiatric, intellectual, or other mental disability. Other species of animals, whether wild or domestic, trained or untrained, are not Service Animals for the purposes of this definition.

The work or tasks performed by a Service Animal must be directly related to the individual's disability. Examples of work or tasks include, but are not limited to, assisting individuals who are blind or have low vision with navigation and other tasks, alerting individuals who are deaf or hard of hearing to the presence of people or sounds, providing non-violent protection or rescue work, pulling a wheelchair, assisting an individual during a seizure, alerting individuals to the presence of allergens, retrieving items such as medicine or the telephone, providing physical support and assistance with balance and stability to individuals with mobility disabilities, and helping persons with psychiatric and neurological disabilities by preventing or interrupting impulsive or destructive behaviors. The crime deterrent effects of an animal's presence and the provision of emotional support, well-being, comfort, or companionship do not constitute work or tasks for the purposes of this definition.

Section 1.4 Pets – shall mean a domesticated cat, dog, bird, or fish which are traditionally kept in the household for pleasure rather than for commercial purposes. Animals prohibited as Pets include but are not limited to reptiles, rodents, rabbits, turtles, insects, snakes, monkeys, primates, farm animals, wild or exotic animals, endangered species.

Section 2 Permitted Animals
Section 2.1. Households are allowed to keep Pets, Assistance Animals or Service Animals in their Restricted Unit in accordance with this Animal Policy, subject to the following 560
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

restrictions Landlord grants Resident permission to keep the following pets on the contitioncondition that Resident complies with the following rules and regulations. Only the pet(s) described and authorized on pet lease addendum are allowed. Landlord must approve any additional or other pets:

1. No more than one cat or one dog shall be allowed in a Restricted Unit, except as otherwise permitted by the Management Company;

2. No more than two birds shall be allowed in a Restricted Unit;

3. Fish aquariums must not exceed 15 gallons of water;

4. An animal cannot be kept on the premises if it has a venomous bite; and

5. An animal cannot be kept on the premises if it has previously bitten anyone, unless (1) the bite occurred while working as a police or military dog, or (2) the bite victim was partly or wholly at fault for the bite.

Section 2.2. All Pets, Assistance Animals and Service Animals must wear a harness, lease or tether when outside of the Restricted Unit unless such equipment would interfere with the Assistance Animal or Service Animal's safe, effective performance of work or tasks, in which case the Assistance Animal or Service Animal must be otherwise under the Resident's control (e.g., voice control, signals, or other effective means).

Section 3 Required Fees and Payments
Section 3.1. The Resident will be responsible for all reasonable expenses directly related to the presence of the animal on the premises, including the cost of repairs and replacement in the Restricted Unit, and the cost of animal care facilities if needed. These charges are due and payable within 30 days of written notification.

Section 3.2. The Resident will not be charged a deposit for any Assistance Animal or Service Animal, but the Resident is liable for any damage caused by that animal. An addition to the Security Deposit of $300.00 will be required for each pet. However, the Resident's liability for damage caused by the pet is not limited to the amount of Security Deposit and the Resident will, therefore be required to reimburse Property Manager for damages that exceed such the Security Deposit. Any unit occupied by a pet may require fumigation upon Resident vacating.

Should fumigation be required, any applicable fees/charges will be deducted from the Security Deposit.

Section 3.3. All animals shall be spayed or neutered and licensed, if applicable. If an animal is not spayed or neutered and has offspring, the Household is in violation of this rule.

Section 4 Sanitation Standards
Section 4.1. Any animal waste deposited must be removed immediately by the animal’s Owner. Residents will take adequate precautions to eliminate any animal odors within or around the Restricted Unit and maintain the Restricted Unit in a sanitary condition at all times. If the Resident fails to comply with this section, the Management Company shall issue a written complaint directing the Resident to eliminate the unsanitary condition(s) in or around the Restricted Unit. If the Resident fails to eliminate the unsanitary condition(s) within 24 hours of 561
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

receipt of the complaint, the Management Company reserves the right to take any actions necessary to eliminate the unsanitary condition(s) and charge the Resident for any reasonable expenses related to such cleanup.

Section 4.2. All animals are to be fed inside the Restricted Unit. Feeding is not allowed on porches, sidewalks, patios or other outside area.

Section 5 Potential Problems and Solutions
Section 5.1. Residents will not permit any disturbances by their animal(s) that interferes with the quiet enjoyment of other Residents, whether by loud barking, howling, biting, scratching, chirping or other aggressive or disruptive behavior.

Section 5.2. The Management Company may enter the Resident’s Restricted Unit to inspect the premises with notice appropriate to the circumstances, to investigate a complaint that there is a violation, and/or to check on a nuisance or threat to health and safety of other Residents.

Section 5.3. If an animal is threatened by the incapacitation or death of the Owner (or by extreme negligence), the Authority may place the animal in a proper facility for up to 30 days at the Owner’s expense. If there is no other solution at the end of 30 days, the Authority may donate the animal to a humane society. Cost of this professional care will be borne by the Owner.

Section 5.4. Animals, except for Assistance Animals and Service Animals, are not allowed on the premises, unless the Owner of such animal(s) is granted a written waiver of this prohibition and other applicable provisions of this Animal Policy by the Management Company.

Section 5.45. Violation of this Animal Policy by a Resident is subject to:

1. Lease termination proceedings; or

2. Any other penalty determined by the Management Company to be appropriate under the circumstances.

Section 6 Indemnification by Owner
Section 6.1. The Resident shall indemnify, defend and hold harmless the Authority, the Successor Agency and the City from and against any and all claims, actions suits, judgments and demands brought about by actions or damages caused by any Assistance Animal or Service Animal kept by the Resident in accordance with this Animal Policy. Any injury or damage to persons or property caused by the Resident’s animal(s) shall be the liability of said Resident. At the Resident’s discretion and expense, the Resident is responsible for securing liability insurance for such purpose.

This policy is incorporated by reference into the Lease Agreement signed by the Resident, and therefore, violation of the above policy will be grounds for termination of the lease.

Acknowledgement by Resident Date
562
Administrative Plan Exhibit D
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Resident Printed Name Authority Property and Apartment No. 563
Administrative Plan Exhibit E
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT E
Housing Authority Zero Tolerance Policy

PURPOSE
It is the policy of tThe Authority is committed to maintaining a safe, secure, and peaceful living environmentthat prohibited criminal activity will not be tolerated. To that end, “Prohibited criminal activity” includinges violent andor drug-related criminal activity, or any conductcriminal activity that threatens the health, safety or right to peaceful enjoyment of other Residents or others individuals in the immediate vicinity in any housing property and/or program administered by ofthe Authoritymanaged properties and program, will not be tolerated. A copy of this Zero Tolerance Policy shall will be provided made available to all Applicants and Residents in Authority-administered programs.

POLICY
The Authority will foster crime-free housing by implementing a crime-free housing aggressive strategyies that will reflectwith a zero tolerance approach toward of prohibited criminal activityies. by enforcing tThe following actions will be enforced:

1. Deny or Tterminate Aassistance. to aAny Household containing a member thatwho is currently engageding in, or has engaged within during a reasonable time period before applying (as determined by the Authority) in, the criminal activity listed below will have assistance denied or terminated. This includes:
(a) drug-related criminal activity;
(b) violent criminal activity;
(c) other criminal activity that would threatenendangers the health, safety, or right to peaceful enjoyment of the premises or others Residents; or

1. (d) other criminal activity that would threatening the health or safety of any Authority employee, contractors subcontractor or agents of the Authority.

2. Application Denial: Applications will also be denied for any behavior other activity that could prove to be detrimental to the health, and safety, or right to peaceful enjoyment of the other Residents.

3. Background Checks. Conduct a state and nationwideA criminal background check will be conducted for every Household member over the age of 18, to disclose any criminal background information. Any criminal convictions for criminal, particularly involving violencet behavior or drug related offenses, activity during a reasonable period prior to the applicationtime before applying (as determined by the Authority) may result in abe grounds for denial.

4. Resident Responsibility. Alert Residents will be reminded of their responsibility residing in the Authority owned housing properties about their obligation to keep their Restricted Units free from prohibited criminal activity.

5. Lease Addendum. Incorporate an addendum to aAll leases willthat includes an addendum outlining grounds for termination of tenancy due to criminal activity.

6. Management Guidelines. Provide mManagement will follow established with required guidelines for screening Applicants, potential and existing Residents, inspecting the premises of the propertiesy, and taking action against Residents engaged involved in criminal activity, fraud, or any nuisances.
564
Administrative Plan Exhibit E
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

7. Collaboration with Law Enforcement. The Authority will wWork collaboratively closely with law enforcement agencies to assist support in the enforcement of the Zero Tolerance Policy, and addressas well as crime patterns and other potential problemssafety concerns.

Acknowledgement by Resident Date
Resident Printed Name Authority Property and Apartment No. 565
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT F

HOUSING AUTHORITY PROPERTIES RESIDENT SERVICES BUILDINGS “HOUSE RULES”
Permission for use of the Resident Services Buildings at any of the Palm Desert Housing Authority (“Authority”) Communities shall be granted to the following on a firstcome/first-served basis, subject to the following priorities.

1. Authority Community Leasing Office Activities or Meetings.

2. Authority Community Residents Activities and Programs organized or approved by the Property Manager (may include daily routine activities).

3. City of Palm Desert, Successor Agency to the Palm Desert Redevelopment Agency, and Authority meetings or activities.
566
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

RESIDENT SERVICES BUILDINGS

1. Operations Hours are 8:00 a.m. to 5:00 p.m., Monday through Friday, except City observed Holidays which are as follows: New Year’s Day, New Year’s Eve, Martin Luther King Jr. Birthday, President’s Day, Memorial Day, Independence Day, Labor Day, Veteran’s Day, Thanksgiving Day, and Christmas Day, and Christmas Eve. The Executive Director, at his/her discretion, may authorize alternate operating hours from time to time with the proper facility supervision.

2. Conduct. DNo disorderly or illegal conduct behavior shall be is permittedprohibited during any activities or programs offered in or during the use ofin the Resident Services Buildings.

3. Smoking. Smoking is prohibited not allowed inside the Resident Services Buildings and within 40 feet of all any entrances or exits, or as prescribed by state, or local law.

4. Animals. Only aAnimals, other than those authorized under the Animal Policy, are not permitted on the Resident Services Buildings property.

5. Food & Drink. No food or drink is allowed inside the Resident Services Buildings building except during organized events or functions.

6. Alcohol & Substance. No aAlcoholic beverages andor controlled substances are strictly prohibitedof any kind are permitted on the Resident Services Buildings property.

7. Lost or Stolen Items. The Resident Services Buildings is not responsible for any lost or stolen items. It is strongly recommended that itemsnot to bring of valuablese not be brought into the building or on the premises.

8. Respect for Residents. Access to the Resident Services Building involvesis such that Residents and attendees will be walking through residential communitiesareas. Be Courtesyconsiderate forof the quiet enjoyment of the surrounding Residents should be considered at all times.

9. Approval for Equipment & Services. Prior wWritten approval is required from the Manager is required for any equipment and or services brought into the building that are not directly and not directly provided by the Resident Services Buildings. 567
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

10. Children and Youth Supervision. All cChildren under the age of 10 must be accompanied by an adult over the age of (18 or older). *Note: accompany means within close proximity (within arm’s-distance). For Youth organizations (ages 11- 18), there must be have one adult for everyto five minors in attendance, and the adult(s) must who shall remain in the Resident Services Buildings for the duration entireof the activity.

11. The Resident Services Buildings is provided offered for gatherings and events in an “as is”its current condition. “As is” means that the facility uUsers maymust not alterremove or displace the setup of the facility by moving or removing any provided furniture and/or other fixtures (e.g. such as tables, chairs, etc.).

Similarly, no (collectively “fixtures”) or add or bring in additional fixtures may be brought in or added. not already provided, and therefore such fixtures must stay in the same location as originally provided by the Manager; dDecorations on walls, tables and other surfaces must remain as originally placed and cannot be altered or locations, may not be removed, displaced or covered up in any way. If there are any questions regarding this ruleguidelines, please contact the Manager prior to use of the facilitybefore the event. The Manager has reserves the right to inspect the Resident Services Buildings while induring use to ensure compliance with this provision. Failure to comply follow these rules may result inwith this provision, the event is subject to immediate cancellation or/ revocation at the discretion of the event at the Manager’s discretion.

12. The use of Ttape, nails, tacks, putty, screws, staples, decals, powders, wax, paint, or any other similar material etc., are not permittedis prohibited in/on the walls, floors, ceilings or fixtures. Throwing Rrice, birdseed, confetti, glitter and or similar materials substances may not be thrown inside or outside the facilitybuilding is also prohibited. No sSmoke or /fog machines are not allowed to be used. Music devices may be permittedacceptable, however, with prior written approval from the Manager is required.

13. All facility users of the facility shall must be aware of and adhere to the maximum occupancy limits of the Resident Service Building. These limits and enforce that it is not be exceeded. Doors must remain unlocked during event hours of use.

14. In addition to these House Rules and regulations governing the use of the Resident Services Buildings, all users shall alsomust comply with any applicable local ordinances of the City of Palm Desert, as well as and state and federal laws. Any user who failsure to comply with said rulesthese regulations may be may result in the user being prohibited from entering the premisesaccessing the Resident Service Building.

15. Facility uUsers of the facility are prohibited may not listing the City of Palm Desert, the Successor Agency, or the Authority as a sponsors of the activityfor 568
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

any event or activities, and may not include list the Resident Services Buildings phone number as thea contact in any written promotional materials associated with any event. The Manager may requestire copies of all any promotional materials used in conjunction with the use of the facilityrelated to an event or activities. Failure to comply with such a requests may result in the cancellation of the event.

16. Parking is not available on-site. All facility users will be required to make their own provision for parking.

17. All users of fFacility users are shall be responsible for cleaning up after each meetingevent or activities. Tables and chairs must be wiped clean after any eventbefore leaving the premises.

18. The City of Palm Desert, the Successor Agency, and the Authority assume no legal responsibility and are not liable for personal injuries, thefts or losses of private property while on or using the Resident Services Buildings and associated facilities.

19. All fFacilities and equipment are to be left in the samemust be returned to their original condition as they were prior to the eventfollowing use.

20. Any Vviolation of any of these rules by any user during occupancy may result shall be sufficient cause for in the denialying furtherfuture use of the Resident Services Buildings facility toby the organization.

21. These House Rules are issued for specific use of the facility and for specific hours and the premises must be vacated as scheduled. 2221. Failure to observe anycomply with these rules, local ordinances, or regulations, and ordinances of the City of Palm Desert may be sufficient cause formay result in the denialying furtherof future useaccess ofto the Resident Services Buildings facility.

23.22. Any incidents of Ffightings, vandalism or unacceptable inapproriate behavior occurring during an event shall will causeresult in immediate cancellation of the event.

I, the undersigned, acknowledge that I have read all the rules listed above regarding the use of the Resident Services Buildings and agree to abide by such rules and regulations as set forth by the Palm Desert Housing Authority.

Resident Signature:
569
Administrative Plan Exhibit F
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Resident (Printed) Name:

Authority Property:

Apartment Number:

Date:
570
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

EXHIBIT G

SMOKE-FREE POLICY

PURPOSE
Section 1. Findings
Section 1.1 On December 10, 2009 the City of Palm Desert (the “City”) approved Ordinance No. 1200 regulating smoking throughout the City to promote public health, safety, and welfare by discouraging the inherently dangerous behavior of smoking around nonsmokers, especially children; and by protecting the public from exposure to secondhand smoke where they live, work, and play.

Section 1.2 In accordance with the purposes of Ordinance No. 1200, as amended, the Palm Desert Housing Authority (the “Authority”) has declared all of the owned, operated, restricted or otherwise controlled Authority Properties (“Authority Properties”) to be smoke free communities to insure the quality of air and the safety of its residents.

Section 1.3 Ordinance No. 1200 and this policy recognize there is no constitutional right to smoke.

Section 1.4 The efforts to designate Authority Properties as smoke-free does not make the Authority or any of its managing agents the guarantor of health of any person or the smoke-free condition of any property. The Authority will take reasonable steps to enforce the Smoke-Free Policy but shall not be required to take to take any action unless the Authority or any of its managing agents has actual knowledge of the smoking and the identity of the responsible resident.

Section 2. Definitions
A. “Affordable Residential Community” means a residential property containing two (2) or more units that are owned, operated and restricted or otherwise controlled by the Authority.

B. “Authority Property (-ies)” means any community owned, operated restricted or otherwise controlled by the Authority from time to time.

C. “City” means the City of Palm Desert, and its related entities including the Authority.

D. “Community” see definition for Affordable Residential Community.

E. “Reasonable distance” means a distance of twenty (20) feet from the community, or such larger area as the City Manager/Executive Director reasonably determines in writing to be necessary in a given circumstance to ensure that occupants of the 571
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

Affordable Residential Community an area in which smoking is prohibited are not exposed to secondhand smoke created by smokers outside the area.

F. “Resident” means anyone included on a current lease agreement for any unit in an Authority Property.

G. “Secondhand smoke” means smoke or vapor from tobacco, nicotine products, any weed, plant or product created by the burning, carrying, or operating of any lighted pipe, hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or similar kind of smoking equipment, and the smoke or vapor exhaled by an individual who engages in smoking.

H. “Smoke-free Community” means that smoking is prohibited in all areas of the community, including but not limited to community rooms, community bathrooms, lobbies, reception areas, hallways, laundry rooms, stairways, offices and elevators, within the interior of all units, and within the perimeter outside of the buildings including entry ways, porches, balconies, and patios (to be established in accordance with this policy).

I. “Smoking” or to “Smoke” means holding, possessing, or operating any lighted pipe, hookah, cigar, cigarette, cannabis product, other tobacco product, electronic cigarette or similar kind of smoking equipment that is emitting smoke or vapor from tobacco, nicotine products, any weed, plant or other product.

Section 3. Smoking Regulation
Section 3.1 Smoking is prohibited in all areas of an Affordable Residential Community owned, operated, restricted or otherwise controlled by the Authority.

Section 3.2 “No Smoking” signs will be posted at the entrance area of each Affordable Residential Community.

Section 3.3 All residents of an Affordable Residential Community are required to sign an acknowledgement that they have received and read a copy of this policy and that they will observe all rules related to smoking.

Section 3.4 Residents are responsible for the actions of their household, their guests, and visitors.

Section 3.5 Failure to adhere to any of the conditions of this policy will constitute both a material non-compliance with the rental/lease agreement and a serious violation of the rental agreement.

Section 3.6 Residents will be responsible for all costs to remove smoke, odor, or residue upon any violation of this policy.

Section 3.7 Any resident who smells smoke in an Affordable Residential Community or otherwise observes a violation of this policy should report this to the Authority Property 572
Administrative Plan Exhibit G
Management and Operations – Rental Units Effective November 19, 2020September 1, 2025

manager as soon as possible. No person shall harass or attempt to intimidate any person seeking to obtain compliance with this policy.

Section 3.8 This policy does not require residents to quit smoking in order to live in an Authority Property. Authority staff will provide information regarding smoking cessation resources to residents who wish to quit smoking.

Section 4. Implementation Timeline and Procedure
Section 4.1 This policy shall be implemented as follows:

All Affordable Residential Communities owned, operated, restricted or otherwise controlled by the Authority will be 100% smoke free from the date this resolution is implemented, provided the Authority has satisfied all notice requirements provided under the laws of the State of California.
------------------------------------------------------------------------

RESIDENT ACKNOWLEDGEMENT
As head of household, I hereby acknowledge that I have received, read, and that I understand the above smoking policy and I agree to abide by the provisions. I understand acknowledge that failure to comply with any part is cause for termination of my lease.

Resident Signature:

Resident (Printed) Name:

Authority Property:

Apartment Number:

Date:
573
574

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: August 28, 2025
PREPARED BY: Cristal Ortega, Senior Management Analyst
SUBJECT: RATIFICATION AND UPDATE OF VENDOR AND CONTRACTOR PREQUALIFICATION LIST FOR SUBMISSIONS THROUGH JUNE 30,
2025
RECOMMENDATION:

Ratify the updated prequalified vendor and contractor list submissions received through June 30, 2025, for the City of Palm Desert, Successor Agency to the Palm Desert Redevelopment Agency, Palm Desert Housing Authority, and Desert Willow Golf Resort.

BACKGROUND/ANALYSIS:

The City of Palm Desert uses its procurement platform, OpenGov, to provide vendors and contractors with the opportunity to prequalify and access project solicitations. Prequalification applications for FY 2024-25 were released on July 1, 2024, with a response deadline of June 30, 2025.

This process is intended to streamline procurement processes and efficiently meet operational needs by maintaining a readily available list of prequalified vendors and contractors on the City’s Approved Vendor List. The prequalification process ensures vendors meet minimum standards, including requirements for insurance, references, Contractors State License Board (CSLB), and the Department of Industrial Relations (DIR) registration status, and other documentation.

Additions to the vendor list may be approved continuously by the purchasing officer. Vendors are fully vetted by staff and required to provide updated pricing annually. Utilization of vendors on the list is to be prioritized by pricing, then by other appropriate criteria, including quality, capability, availability, or similar criteria.

Approved vendors remain on the list for up to 24 months. This action seeks to ratify and update the current prequalified vendor and contractor list, reflecting submissions received through June 30, 2025, listed in blue.

FINANCIAL IMPACT:

There is no direct fiscal impact associated with this action.

ATTACHMENTS:

1. Prequalified Vendor List (Consolidated) September 1, 2023, through June 30, 2025.

2. Prequalified Contractor List (Consolidated) September 1, 2023, through June 30, 2025. 575
576
Consolidated Vendor List
9/1/2023- 06/30/2025
Vendor Services City State
4Tech Solutions LLC
IT solutions, including
hardware, software, and
support services,
designed to meet the
diverse needs of our
clients. Mcdonough GA
A & M IMPORT/EXPORT Ltd
Technology Equipment
and Office, Safety,
Janitorial Supplies Pasadena CA
A+ Window & Gutter Cleaning LLC
Window Cleaning, Solar
Panel Cleaning, Sculpture
Cleaning, Gutter/Scupper
Cleaning, Pressure
Washing, Air Duct
Cleaning, Dryer Vent
Cleaning, Roof Cleaning,
H.E.R.S Testing &
Property Mangement. Desert Hot Springs CA
A-1 lock and key
Full-service locksmith
company providing
residential, commercial,
automotive, and
government locksmith
solutions. Miami FL

ABOVE & BEYOND ELECTRONICS
LLC
Computing
hardware/software Independence OH
ACE Parking
Parking, mobility, shuttle
and hospitality solutions. Los Angeles CA
ACS-US
Wholesale Supplier of
Poly Sandbags Prosper TX
AH Technology Solutions
Tailored technology
solutions for critical
industries that demand
performance, security,
and reliability. From
federal agencies to
educational institutions, Fountain Valley CA

AIAE LLC
AI solutions, digital
transformation, and
modern business design
services Delaware OH
Alan Moore
Provides signage and installation from foam boards to
building and monument signs. Printing, vinyl,
aluminum, acrylic and all signage material. Vehicle,
window and wall wraps Cathedral City CA
Alarm Monitoring Services Inc Security Installation, Cameras, AV, IT Palm Desert CA Alinea Health transformation, and Brea CA
All Road Communications modern business design San Diego CA Allied Staff Augmentation Partners, Inc.

Engineering; technical including IT; program/project
management; facility operations, maintenance and
modifications; and business management/
administration. We provide staffing services
throughout the US. Charlotte NC
Alpha Enforcement Security Security services Colton CA
577
Consolidated Vendor List
9/1/2023- 06/30/2025
Alta Planning + Design
Transportation consulting firm dedicated to creating
active, healthy communities through planning,
landscape architecture, engineering, and
education/encouragement programs. Los Angeles CA
American Right-of-Way, Inc.

Retail distributor serving the transportation industry, specializing in products for traffic signal and lighting construction Walnut CA
Aral Cargo LLC
Asset-based trucking company specializing in the longdistance transportation of general freight Brooklyn NY Arellano Associates Communications and public outreach Chino Hills CA AS Strategy Limited Liability Company Strategic Planning and Advisory Services Charlotte NC ASM Affiliates
Cultural resources management firm specializing in
archaeology, historic preservation, GIS, and other
relevant studies. Carlsbad CA
Assign Corporation Signcorp is a premier IT Services and Solutions Glendale CA Atomic D Design, strategy, and marketing services San Francisco CA Barrister Professional Services, LLC
Private Investigations / Consulting, Background
Investigations, Personnel and Equity Investigations,
Human Resources Investigations. Redlands CA
BAY AREA EPOXY WHOLESALE Epoxy flooring products and related materials Hayward CA Black Matte LLC Wholesale products of various types Los Angeles CA Blackmere Talent Acquisition &
Consulting
Executive search, technical recruitment, and staff
augmentation for cybersecurity, information
technology, AI, and other emerging technology fields. Austin TX Blue Exigo
Accurate and timely captioning, transcription,
translation, and operational support services to
government, municipal, and educational clients. Irvine CA BSN Sports LLC Athletic & PE equipment, supplies & apparel Dallas TX BSN SPORTS, LLC SPORTING GOODS COMPANY Dallas TX
578
Consolidated Vendor List
9/1/2023- 06/30/2025
Bureau Veritas North America, Inc.

The BV team represents a wide breadth of expertise,
including Architects, Structural, Civil, Mechanical,
Electrical, and Plumbing Engineers/Specialists; LEED
Professionals; and ICC-Certified Building Officials,
Plan Checkers, Inspectors, and Permit Technicians. Sacramento CA BVH MARKETING SPORTING GOODS COMPANY Jersey City NJ
Cannabis Compliance Solutions, LLC
We contract with municipalities to provide regulatory
and compliance services related to legal cannabis
operations. Palm Desert CA
CASC Engineering and Consulting, inc.

Casc offers a comprehensive suite of services to
support sustainable development and environmental
stewardship. Colton CA
Chipsy.io Enterprise software solutions San Francisco CA Circuit
Circuit provides all electric solutions that help move
people in small areas and bridge gaps between riders
and existing transit hubs Los Angeles CA
Clarion Associates
Clarion Associates is a national land-use consulting
firm. Denver CO
Coil Digital Consulting LLC
IT and engineering staff augmentation, custom
software development, cloud and infrastructure
consulting, cybersecurity, AI and machine learning
implementation, and technical project management. Hillsboro OR Collaborative vision LLC
CV is a woman owned company specializing in
staffing, consulting, temporary and direct placement,
recruitment across all departments from Technology,
to Administrative, Procurement, Finance, Marketing,
Human Resources, Retail, Healthcare, Energy,
Telecom, Assisted Living Beaverton OR
Colliers Real estate appraisal services Los Angeles CA
Commercial Transportation Services,
Inc
Onsite commercial driver training for Class A or Class
B license. San Dimas CA
Consolidated Wash Industries, LLC
Commercial Power washer Sales, Service and
maintenance. Closed loop water recyclying system. Lake Elsinore CA Control Tech West, Inc Complete provider of ITS and traffic control systems Tillamook OR 579
Consolidated Vendor List
9/1/2023- 06/30/2025
Cormax Rigging Supply LLC
Rigging supplier and manufacturer. We can supply
your maintenance department, fleet, parks and rec
and many other departments with wire rope, lifting
hardware like hooks, shackles, lifting clamps, and we
can custom manufacture any sling (chain, wire, nylon)
and tie down strap to any length and capacity. We can
also inspect, test and repair rigging. Tucson AZ

CORONA CLAY COMPANY
SPORT CLAY MIXES. DECOMPSED GRANITE
SANDS AGGREGATES MANUFACTURER Corona CA
Creativity Justified
Creativity Justified Advertising Agency is an MBE
certified small business providing advertising,
marketing, technical and professional services across
the healthcare and educational industries, both private and public organizations. Mandeville LA

CRM TECH
Consulting firm focused on cultural resources
management services to federal, state and local
public agencies, environmental firms and private
developers. Colton CA
D&H Water Systems Chemical Feed Equipment Oceanside CA
Daniels Tire Service New tires ALL sizes, retreading, service work Santa Fe Springs CA Data Ticket, Inc Parking and Administration Citation processing. Irvine CA Dependable Break Room Solutions, Inc.

Vending, Micro Market, Office Coffee, Water Filtration
and Ice Machine Rentals Upland CA
Desert Discount Plumbing Supply Inc.
dba Desert Pipe and Supply
Plumbing supplies, including water heaters, pipe, and
fittings. Palm Desert CA
Desert Tree Spraying Tree and plant care Indian Wells CA Diamond Environmental Services LP
Construction Restrooms
& Events Restrooms,
Portable Restrooms,
Restroom Trailers,
Shower Trailers, Porta
Potties, Wastewater
Pumping, Septic
Pumping, Emergency
Pumping Services, Temp
Fence, Barricades, Temp
Power, water transport,
potable water, drinking
water. San Marcos CA
District Partnerships & Consulting, LLC HR, Executive Search Alexandria VA

DSA SIGNAGE
Designer & manufacturer of made-in-the-US, visual
display solutions for over 50 years. We develop
illuminated and digital signage solutions by partnering with our clients to create exceptional visual
experiences. Rancho Dominguez CA
580
Consolidated Vendor List
9/1/2023- 06/30/2025
Dynamic Touch Cleaning LLC
Quality cleaning solutions
tailored to meet the
unique needs of
commercial, residential,
recreational, and
industrial spaces. Ripon CA
EcoBrite Services Janitorial and Floor
Care Janitorial and Floorcare Lehi WA
EdTechnologyFunds, Inc.

FCC E-Rate and other USAC programs Funding
Support Culver City CA
Elite Storage Products, LLC
Nationwide Lockers
Supplier Rossville TN
Elite Technology LLC
Financial management,
engineering and technical
services with a strong
focus on sustainability,
innovation and efficiency. Upper Marlboro MD
ELMT Consulting, Inc
Environmental Consultant, - Peer reviews, CEQA
projects & compliance, biological consulting services,
cultural resource studies, air quality & greenhouse gas studies, traffic/transportation studies, noise studies, Phase I and Phase II Environmental Site
Assessments. Santa Ana CA
ELS Medical Billing Group LLC Medical Billing LaGrange GA EnviroMINE, Inc
Permitting, planning, project management, mapping,
market analysis, GIS, aerial imagery. San Diego CA
Everest Trading Corp
Manufacturer and distributor/wholesaler of backpacks,
duffle bags, tote bags, fanny packs, computer bags. Vermon CA

FASTEX LOGISTICS INC
Transportation service company, focusing in flatbed,
stepdeck and conestoga shipments or specialized
shipments. Orlando FL
Fehr & Peers Transportation Consulting and Engineering Riverside CA Fiber-Seal Desert / Inland Empire
Fabric, Carpet, Area Rug, Drapery, Upholstered Wall,
Upholstered Office Divider, Cleaning and Protection. Palm Springs CA Fivestar Rubber Stamp Etc., Inc.

Custom rubber stamps, signs, seals, awards, trophies,
and personalized gifts Anaheim CA
Fix Auto Palm Desert Auto Body / Collision Center Palm Desert CA Friedman Imaging Document Scanning Services LaserFiche Fontana CA Fruitful Training Group, LLC
Instructor-led training includes the following
categories: leadership, interpersonal skills, and
diversity (DEI) Waxahachie TX
Geovironment Consulting
Environmental consulting firm specializing in
CEQA/NEPA documentation, environmental technical
studies, and GIS consulting services. San Jacinto CA
Geri's Screenprinting
Screen printing, digital imprinting, embroidery and
promotional products San Bernardino CA
581
Consolidated Vendor List
9/1/2023- 06/30/2025
GIS Surveyors Inc
Land Surveying with Geographic Information Systems
(GIS), Utility Locating, and LiDAR services, San Diego CA

GLENDALE PARADE STORE, LLC
Flags, Flag Poles, Flag Carriers, Honor Guard Replica
Rifles & Swords, Gloves, Memorial items, Police and
Fire Department belts, Boots, Holsters. San Antonio TX

GM BUSINESS INTERIORS
Office furniture dealer that provides design,
installation, and warranty services. Riverside CA
Goebel Partners Land use and zoning Denver CO
Grace does Film Production
We are a women-owned, small business, awardwinning motion picture company deeply rooted in advertising principles El Cajon CA
Great Lakes Label, LLC Consulting Services Constock Park MI Gregory Architects
Gregory Architects is a multidisciplinary architecture & design firm Palm Desert CA
Guidepost Solutions
Security technology, cybersecurity, risk management,
investigations, monitoring, and compliance services Walnut Creek CA H&E Equipment Services, Inc.

Heavy equipment rentals,
sales ( new, used), parts
and service Baton Rouge LA
Haaker Equipment Company
Distributor of street maintenance equipment, service,
and parts La Verne CA
Hamilton Staffing Solutions Staffing Services Clermont FL Hartzog & Crabill, Inc. Traffic Engineering Consultant Tustin CA Headlands Marketing Marketing and advertising services Mill Valley CA HF&H Consultants
Solutions to local governments in recycling and solid
waste services, and water, wastewater, and
stormwater services. Irvine CA
High Tech Irrigation, Inc.

WHOLESALE IRRIGATION AND TURF SUPPLY
COMPANY. Indio CA
HR Green Pacific, Inc.

Full-service engineering
firm (grant writing and
administration,
project/program
management, civil
engineering, staff
augmentation, building
and civil plan check,
survey document
preparation and map
review, broadband,
construction
management, building
and infrastructure
inspection, GIS, asset
management, design) Palm Desert CA
582
Consolidated Vendor List
9/1/2023- 06/30/2025
IBE Digital
Managed Service Provider that provides the public
sector with Managed IT and Managed Print Services. Garden Grove CA IMAP Inc.

Cybersecurity Consulting
and Business Technology
expert, providing a broad
range of solutions to
enhance both security
and operational
efficiency. We specialize
in cybersecurity
consulting, AI and Ethics
training, assessments,
website security, mobile
security, and strategic
business tools to support
IT departments and
remote workers. Tustin CA
Innovative Interfaces Incorporated Integrated Library System Software and Services Ann Arbor MI Integrated Psychological Assessment
Services Inc
Behavioral health services consulting firm with
expertise in providing clinical, forensic, and public
safety services Gilroy CA
Interactive Design Corporation
Professional architectural services, including
programming, planning and entitlement, design,
construction documents, bidding administration, and
contract administration. Palm Springs CA
Interactive Sciences, Inc.

Electronic newsletters, web enhancements,
automated social posts, and more to help promote
library usage. Palo Alto CA
IPS NATIONWIDE Inc
Armed and unarmed
guard services, mobile
patrols, event security,
emergency response, and
access control Santa Ana CA
It's Greek To Me, Inc dba Champion
Teamwear
Custom-embellished
uniforms, warm-ups and
practice apparel for
college, school and club
sports teams. Located in
Manhattan, Kansas,
Champion Teamwear
employs nearly 400 team
members, including a
nationwide sales team,
inside support team and
an in-house production
facility. Known for
exceptional customer
service, great quality
apparel and fast
turnaround Manhattan KS
J&C Produce
Wholesale produce,
frozen, and grocery good
distribution to restaurants,
hotels, and country clubs
across the coachella
valley Palm Desert CA
Jennifer Yount Photography Portrait photography. Palm Desert CA 583
Consolidated Vendor List
9/1/2023- 06/30/2025
Jevonna Sabb
Remote after-hours
administrative support,
enabling teams to stay
focused on core tasks
while maximizing
productivity. My flexible,
remote services are
accessible globally,
ensuring seamless task
management across time
zones and extending
operational efficiency
beyond standard
business hours. National Harbor MD
John Jones Auto Group Corydon
We supply commercial trucks, vans, SUV's, and
pursuit vehicles for many county, city, and towns as
well as businesses all over the country Corydon IN
John Kaliski Architects, Inc. Professional Architecture and Urban Design Services Los Angeles CA Junior Library Guild Print Books Plain City OH
Kaleidoscope Company
Interior Design Services, Furniture and Project
Management. Newport Beach CA
KELLAR EQUIPMENT Equipment Sales and Leasing Yucaipa CA Keyser Marston Associates, Inc. Real Estate and Economic Consulting San Rafael CA Kimball Midwest
Maintenance repair and operations products including
fasteners, chemicals, electrical items, shop supplies,
hydraulics, and body shop parts Columbus OH
Krueger International, Inc.

Contract furniture solutions for any environment KI’s
product portfolio includes the following: architectural walls, desking systems, classroom desks, teacher
desks, tables, classroom tables, conference tables,
cafeteria tables, training tables, occasional tables,
seating, task chairs, bariatric chairs, patient chairs, medical recliners, medical gliders, sleepers, side
seating, guest chairs, stack chairs, nesting chairs,
stools, classroom chairs, tablet arm chairs, lounge
seating, lobby benches, multiple seating, school
library furniture, task lighting, casegoods, auditorium seating, fixed seating, lecture hall seating, seminar
tables, lecterns, dormitory furniture, filing cabinets, lateral files, panel systems and more. Green Bay WI
584
Consolidated Vendor List
9/1/2023- 06/30/2025
Kuinua Tech LLC
Creative Technology Solutions with military efficiency
supporting Microsoft 365, SharePoint, AI, Power
Automate, Application, Azure, and Cloud solutions Waldorf MD L2 Supplies and Services
Supplies reseller, Office
Furniture
Janitorial Supplies
Information Technology
Office Supplies
First Aid Supplies
Industrial Supplies
School Supplies
Ink/Toner
Emergency Items Orlando FL
Ladayu Consulting Group Civil engineering consulting Palos Verdes EstatesCA Lloyd Sports & Engineering
Sports engineering, civil
engineering, and
landscape architecture
consulting firm
specializing in planning
and design of highperformance
playing
fields, facilities, and
parks. Our multidisciplinary
team is
nationally recognized as
leaders in the industry for
cutting edge designs for
new and renovated sports
fields and courts. Tempe AZ
Logg LLC
Temporary Staffing Solutions Direct Hire Placements
HR Consulting and Support Compliance and Legal
Assistance: Jersey City NJ
Maring Transport LLC
Trucking company
providing reliable hauling
of hazardous materials,
crude oil, hot asphalt, and
construction freight
across California. We
focus on safety,
compliance, and
dependable service. Bakersfield CA
Mercury Disposal Systems Ca Inc Business processes automation New Kingston PA Merine Image & Design
We specialize in Branding, Animation & Graphic
Design Services Brandon FL
Method Automation Services Inc. Business processes automation New Kingston PA Midwest Tape, LLC
We specialize in Branding, Animation & Graphic
Design Services Holland OH
Millennium Diagnostic Imaging Services
Mobile medical ultrasound company with a track
record for fast, professional, high-quality scanning
available anywhere Anaheim CA
585
Consolidated Vendor List
9/1/2023- 06/30/2025
Minagar & Associates, Inc.

Minagar & Associates, Inc. is a Professional
Traffic/Civil/Electrical Engineering, Intelligent
Transportation Systems (ITS), Transportation
Planning, Homeland Security & CEM headquartered
in Southern California. Laguna Hill CA
MJ Reliable Transportation
MJ Reliable Transportation is a premier NonEmergency Medical Transportation (NEMT) service provider, dedicated to delivering safe, reliable, and
efficient door to door transportation solutions for
individuals needing access to medical care. Brea CA
mk Solutions, Inc.

Library automation hardware and software.

StaffStations and inventory, SelfChecks, Return and
Sorting (AMHS), dispensing and locker units, open
library solutions York PA
Modern Misting Systems Outdoor misting systems Palm Desert CA MOHAWK COMMERCIAL INC Flooring coverings Calhoun GA

MOST DEPENDABLE FOUNTAINS
Manufacturer of outdoor drinking fountains and
showers ARLINGTON TN
My ScanTeam, LLC Offsite & Onsite Document Scanning Services Ontario CA NAI Consulting
Project Management
Consulting and Civil
Engineering Firm Cathedral City CA
Nationwide Guard Services, Inc.

Unarmed Security:

Standing Guard Services,
Gate Entry, Access
Control & Video
Surveillance Systems,
Construction and
Development Sites, Asset
Protection/Loss
Prevention, Consulting
and Executive Protection,
Investigative Services Rancho Cucamonga CA

NCH CORPORATION
Manufacturer & distributor of chemicals & lubricants,
water treatment (including boilers, cooling towers &
closed loop systems, drain treatment, odor control,
janitorial chemicals, pesticides, & specialty chemicals. Irving TX NexTech Systems
ODP Business Solutions is a leading provider of
business services and supplies, products, and
technology solutions. Signal Hill, CA
Nextflightcourier Worldwide Ltd
Local, national, and international general and STAT
medical courier services. Pheonix AZ
NobleProg New York, Inc. Professional and Management Development Training New York NY 586
Consolidated Vendor List
9/1/2023- 06/30/2025
Norfolk Bearings & Supply Co., Inc. Industrial supplier Norfork VA Northgate Cargo Control Cargo control and truck/trailer safety accessories Sacramento CA ODP Business Solutions, LLC
business services and supplies, products, and
technology solutions. Signal Hill, CA
OEM Materials & Supplies Shipping & Packaging materials and supplies. Santa Ana CA

OH SHIRT YEAH INC
Screen Printing, Embroidery, Heat Press Vinyl. We
embellish apparel, hats, and accessories. Vacaville CA
O'Linn Security Inc.

Security Guards and
Patrol Services as well as
Security camera
surveillance solutions for
government entities,
HOA's, Property
Managment Companies,
Commercial Real Estate,
Construction Sites, and
more Palm Springs CA
OneSource Distributors
Electrical supplies circuit
breakers and wiring
devices, automation
equipment such as PLCs
and sensors, utility
equipment like
transformers and
switchgear, and various
industrial supplies. Oceanside CA
OPS212, LLC
Janitorial Services and
CA Reseller Anaheim CA
OrangeBoy, Inc.

Data-analysis and customer lifecycle software and
related services. Columbus OH
Outdoor Creations Inc.

PRECAST CONCRETE SITE FURNISHINGS AND
AMENITIES Anderson CA
Outdoorlink Inc Outdoorlink Smart Controllers Huntsville AL Pacific Products and Services LLC
Traffic control equipment, finished street signs, cones, delineators, barricades, safety apparel Anaheim CA
Pacwest Medical Training CPR/AED/Choking–First Aid Training Bonsall CA Palm Desert Ace Hardware
The company is a brick and mortar retail hardware
store. Palm Desert CA
Palm Desert Geeks I.T. and Marketing services Palm Desert CA Partners In Diversity, Inc.

Administrative, financial, IT, and professional staffing, ensuring we provide the right talent to help businesses thrive. Santa Fe Springs CA
Patios Gazebos Awnings by Sergio AUTOMOTIVE REPAIR Thousand Palms CA Pearl Rose Trucking LLC
Seamless logistics, timely deliveries, and a
commitment to unparalleled customer satisfaction.

Trust us to move your cargo with precision and care,
ensuring a smooth journey from origin to destination Avondale Estates, GA Peopleready
Specializes in quick and reliable on-demand labor and
highly skilled workers. Palm Desert CA
Pete's Automotive Service, Inc AUTOMOTIVE REPAIR Thousand Palms CA Petra Geotechnical Engineering Services Costa Mesa CA
587
Consolidated Vendor List
9/1/2023- 06/30/2025
PlanIT Print Works Print Material & Bid Management Services Palm Desert CA Platinum Security Inc. Armed and Unarmed Security Guard Services San Diego CA Point One Protection Services Inc Security guard services, mobile patrol and fire watch Santa Clarita, CA Poolweb, LLC Swimming pool equipment, supplies and parts Palm Desert ME Potential Reached Consulting LLC
Consulting services treamlining operations, increasing
productivity, and driving sustainable growth. Waldorf MD Powerstride Battery Co, Inc.

Automotive, Marine and Commercial Batteries and
Accessories, as well as golf car sales and service. Palm Desert CA Premier Marketing MC Inc Marketing and branding products and services Dana Point CA Prest Vuksic Greenwood Architects
Architectural firm offering
services in Residential,
Commercial and Medical. Palm Desert CA
Prestige Development Group Recruiting services Sacramento CA ProCom
Procom offers a wide range of products and services
that are designed to keep workers safe in noisy
environments Lower Burrell PA
Profluence Recruitment LLC Healthcare Recruitment Agency Fairfield CA ProMedics LLC
First Aid CPR AED, Hazmat, Confined space, DOT
shipping and Fire Extinguisher training at the client’s location Palmdale CA
propertyworx LLC Real Estate and Land Use Consulting Services San Diego CA Prudential Overall Supply Uniform and laundry service provider Indio CA Q3 Consulting
Q3 Consulting (Q3) is an award-winning specialized
stormwater management firm with an extensive
background in the planning, analysis, and design of
comprehensive stormwater management solutions for
public works projects. Foothill Ranch, CA
Qualified Mobile, Inc.

Fleet washing and hard surface industrial power
washing, steam cleaning services. Norco CA
Quality Office Furnishings, Inc
Spaceplanning - Design - Sales - Installation and
service of Office Furniture Yorba Linda CA
R3volution AD Services INC.

Digital marketing agency
that offers a
comprehensive suite of
premium professional
services designed to help
businesses thrive in the
digital landscape. Houston TX
Ray Lopez Associates
Landscape Architecture & Planning
Site Observation for Landscape Installation
Landscape Inspections Bishop CA
588
Consolidated Vendor List
9/1/2023- 06/30/2025
RCR Traffic Specialist Equipment Sales and Rentals Los Alamitos CA Redesign to Align We install and maintain/fix draft beverage systems. San Diego CA Retail Marketing Services, Inc. D.B.A.

CarTrac Shopping Cart Retrieval Services Burbank CA
Rexel USA, Inc.

Electrical supply distributor specializing in the
furnishing of traffic signal & roadway lighting poles
along with their associated peripheral materials. Anaheim CA RightSource Digital Services Inc Procurement and administrative support Signal Hill CA RKA Consulting Group
Engineering services, including civil engineering
design, construction management, land surveying,
traffic engineering, and development plan review. Walnut CA RKW Enterprises LLC Body and paint repairs to cars, trucks, golf carts, RV's Palm Desert CA

RY SERVICES INC DBA PRSITINE
STEAM Carpet & Tile Cleaning services TARZANA CA

S A NELSON & ASSOCIATES LLC
Corporate branding, web development, and marketing
services, including social media, print, and radio
campaigns. Community outreach, street sign design,
public relations, economic development strategies, West Palm Beach FL SA Recycling LLC
Metal and Greenwaste Recycling as well as organic
compost and mulch Thousand Palms CA
Safeway Sign Company SIGNAGE, MANUFACTURING, INSTALLATION Adelanto CA SAME DAY EXPRESS dba

SIGNATURE SCULPTURE
Art maintenance, art installation and art restoration
general cleanup (homeless encampments, etc.) Palm Desert CA sam's handyman service llc
General contracting , Renovations/ handyman
services (drywall, plumbing, electrical, tile, painting, door installation, windows, baseboards, framing,
additions and full remodeling. La Quinta CA
Sator Sports, Inc Soccer equipment Gardena CA
Scarlight Hill LLC dba Impression
Design
Screen printing and embroidery company. We do
custom on-site printing and embroidering of apparel.

We also build and maintain websites and provide
uniforms for local schools. Palm Desert CA
Seize Tech Solutions, LLC
Services and solutions
focused on Application
Development,
Automation, Cloud
Computing, Business
Strategy, Data &
Analytics, Security,
Infrastructure, Digital
Commerce, and
Technology Innovation Hanover MD
589
Consolidated Vendor List
9/1/2023- 06/30/2025
Selman Chevrolet
Chevrolet Dealership new and used vehicles of all
brands Vehicle Service and Body Shop Orange CA
SemsotaiUSA
Secure and efficient IT hardware purchasing and
asset management services for businesses and
school districts. Brea CA
Sensera Systems Solar Cameras Golden CA
SEPCO Solar Electric Power Company
Manufacturer of solar lighting and remote power
systems Colton CA
SHOETERIA SAFETY BOOTS AND SHOES. WORK WEAR Commerce CA Signarama Palm Desert Sign manufacturing and installation Palm Desert CA Sillers Institute
Sillers Institute specializes in technical certifications in Web Development and Digital Marketing, Business
Administration, Accounting and Finance, Network
Security, Construction Technology, and Commercial
Trucking. Palm Desert CA
SIMARGL LLC Custom Software Development Lockhart TX
Sirena Media LLC
Training videos, public service announcements
(PSAs), and public awareness campaigns. North Bay Village FL

SJA SECURITY
Security Guards and Patrol (Armed & Unarmed)
Investigation Services Beaumont CA
Snaphook Hockey and Figure Sales of Golf Course Products Rancho Mirage CA Sonsray Machinery Construction equipment sales and repair Fontana CA Southern Cal Telecom, Inc.
business that provides trusted telecommunication
services, equipment and supplies Lakeside CA
Southstar Engineering & Consulting,
Inc.

Infrastructure development and management,
including bridges, transit systems, and local projects, underscored by a keen focus on sustainability,
planning, and comprehensive design Riverside CA
Southwest Boulder & Stone
Supply and delivery of
decorative stone products
ranging from sand, DG,
construction rock to
flagstone, deco crushed
rock, cobbles and
pebbles and boulders.

We also fabricate stone
fountains, tables and
supply all paver materials. Fallbrook CA
Sparkle Genius LLC Staffing and consulting service Henrico VA Stalker Radar
Traffic Safety and calming products including
Radar/Lidar, pole mounted speed signs, message
trailers, traffic data collection, and Lidarcam Richardson TX Star Retail Advisors Real estate advisory firm. Calabasas CA 590
Consolidated Vendor List
9/1/2023- 06/30/2025
Strategic Amelioration LLC
Project Management, Financial Analysis, Marketing
Strategy & Implementation, Advertising, Business
Consultation, Business Coaching, Mental Health
Coaching Orlando FL
Studio Plus Architects, Inc.

Design firm dedicated to
fostering client and enduser
collaboration, as well
as providing
transformational
architectural solutions North Hollywood CA
Studio Plus Engineering, Inc.

Design firm dedicated to
delivering exceptional
electrical engineering
solutions for government
facilities, including
educational institutions
and public buildings Costa Mesa CA
Sunbelt Rentals Rental of construction equipment Indio, CA Sunstate Equipment
Shoring equipment:

Traffic Plates, Hydraulic
Shores, Aluminum &
Steel Trench boxes,
Manhole boxes, Misc.
equipment along with
competent person and
confined space training. San Bernardino CA
Swarco McCain, Inc.

Manufacturer of traffic control devices such as
cabinets, controllers, software, central systems,
vehicle signals, pedestrian signals, street name signs, large overhead signs and more Vista CA
Taqnia Industries, LLC dba PCtronics IT Security Management Riverside CA Terra Nova Planning & Research, Inc.

Environmental Planning,
Regulatory Permitting,
resource analysis
(WSAs). Firm specializing
in CEQA and NEPA
documents Palm Desert CA
Terracon Consultants, Inc.

Engineering consulting firm providing environmental,
geotechnical, materials services, and facilities. Colton CA The Almond Group (TAG), LLC Leadership development firm Riverview FL The Altum Group
Engineering, land surveying, planning, urban design,
and environmental planning services throughout
California. Palm Desert CA
The Art Collective LLC
Museum quality storage,
custom crating, packing,
transportation,
installation, maintenance,
repair, consultation, and
collection management. Palm Desert CA
The Barthwell Group
Strategic planning, organizational development,
leadership training, and diversity and inclusion
consulting. Detroit MI
591
Consolidated Vendor List
9/1/2023- 06/30/2025
The BIO-Clean Team Bioremediation cleaning service company Las Vegas NV the boxed cloud, LLC
Graphic Design: print and digital collateral, branding, presentations, advertisements, community outreach
collateral, book design Oakland CA

THE CONVERSE PROFESSIONAL
GROUP, dba Converse Consultants custom crating, packing, Monrovia CA The Doheny Group LLC
Promotional Products, Marketing Materials,
Advertising Specialties Port Charlotte FL
The Kartal Corporation Carwash and detail center Palm Desert CA The Public Group transportation, Provo UT
Thermal Truck and RV, Inc. Diesel and RV Repair and Service Thermal CA Townsend Public Affairs
Townsend Public Affairs, Inc. is a lobbying firm that
provides California advocacy, federal advocacy, and
grant writing services to public agencies and nonprofit organizations throughout California Newport Beach CA
Traffic Logix
Manufacturer of Speed Feedback Radar signs, data
collectors and rubber speed humps/cushions/tables Spring Valley NY TraffiCalm Systems, LLC
Radar Speed Signs, LED Flashing Sign Systems,
Dynamic Curve Warning Systems, Pedestrian
Crosswalk Systems, Beacons, High Water Warning
Systems, Ice Sensor Systems, Wrong Way Warning
Systems Post Falls ID
Triune Infomatics repair, consultation, and Fremont CA
Troy Vaughn - DBA: Studio
Re:Formac Landscape Architecture practice Oceanside CA
TS Pharm Inc. Wholesale Pharmaceutical and medical supplies Irvine CA Tullis Strategic Solutions LLC
IT Professional Services, Software Development, AI
Development and Integration Bowie MD
TUPS LLC Industrial Supply Merchant Pasco WA
Twin Cousins Inc
Distribution of Dippin Dots Ice Cream and products,
including freezers and special equipment for the sole
purpose of storing the products on site. Santee CA
United Training Commercial LLC dba
New Horizons
IT Training and Professional and Leadership
Development New Braunfels TX
Urban Accounting & Consulting Accounting and consulting services Indio CA US Bus Charter & Limo DBA: US
Coachways, Inc Ground travel passenger transportation services Holmdel NJ US Engineering League
USEL offers comprehensive STEAM enrichment and
training programs Upland CA
592
Consolidated Vendor List
9/1/2023- 06/30/2025
Valor Athletics, Inc.

Provide sales of fitness equipment to government
agencies, municipalities, schools, and any other place
in need of items. Seminole FL
Vector Resources, Inc. dba VectorUSA Technology solution provider Rancho Cucamonga CA Velasquez Auto Body
Auto body repair and paint, Mechanical service,
diagnostics and A/C service and repair. Palm Desert CA
Verdek LLC
Sales, installation, and
service of Electric Vehicle
Charging stations and
related software. Monroe CT

WALTERS WHOLESALE ELECTRIC
COMPANY Traffic Signal and Street Lighting Brea CA
Western States Converters &
Transmissions, Inc.

Authorized Allison
Transmission Dealer. We
sell and service Allison
Transmissions, parts, and
accessories. Corona CA
Western Systems, Inc.

Manufacturing and distribution of traffic control related products Everett WA
Willdan Financial Services
Willdan Financial Services is a national firm and is
one of the largest public sector economic and financial analysis consulting firms in the United States. Temecula CA Y.B.Normal?
Wellness and
empowerment brand with
a decade-long track
record of transforming
communities through
trauma-informed
education, youth
engagement, and
motivational speaking Ooltewah TN
Z&K Consultants, Inc.

Project/Program
Management,
Construction
Management,
Construction
Administration,
Inspection, PreConstruction Inspection,
and Staff Augmentation
services. Riverside CA
Zumar Industries Inc
Manufacturer of traffic signs and distributor of highway related products. Tacoma WA
593
594
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Vendor Contact Name Services City State
AAA Roofing and Waterproofing LLC Tyler Vaske C39 - ROOFING RIVERSIDE CA ACCO Engineered Systems Josh Marrs
C-4 - BOILER, HOT WATER HEATING

AND STEAM FITTING
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C36 - PLUMBING
C38 - REFRIGERATION
C10 - ELECTRICAL

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C42 - SANITATION SYSTEM
C16 - FIRE PROTECTION PASADENA CA
ACCO ENGINEERED SYSTEMS INC Kimberly Barbosa
C-4 - BOILER, HOT WATER HEATING

AND STEAM FITTING
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C36 - PLUMBING
C38 - REFRIGERATION
C10 - ELECTRICAL

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C42 - SANITATION SYSTEM
C16 - FIRE PROTECTION PASADENA CA
Acme Integrated Services Miguel Ayala C-61 / D39 - SCAFFOLDING WALNUT

CREEK CA
AEA Plumbing, Inc. Eric Torres
C36 - PLUMBING

B - GENERAL BUILDING INDIO CA

ALL AMERICAN BUILDING SERVICES ANTHONY INNABI

B - GENERAL BUILDING
C10 - ELECTRICAL
C27 - LANDSCAPING
C36 - PLUMBING
C33 - PAINTING AND DECORATING
C-61 / D06 - CONCRETE RELATED

SERVICES
A - GENERAL ENGINEERING Santa Clarita CA
All-Pro Communication Technologies, INC. Kathleen Do C10 - ELECTRICAL Pomona CA ALS Construction & Renovation AL Sakhafi B - GENERAL BUILDING

PACIFIC

GROVE CA
American Heritage Pool Corporation Margaret Willinsky C53 Palm Desert CA AMS Paving, Inc. Jessica Tabarez
C12 - EARTHWORK AND PAVING
C32 - PARKING AND HIGHWAY
IMPROVEMENT Fontana CA
Arts Concrete Pumping Art Peterson
C-61 / D06 - CONCRETE RELATED

SERVICES

CATHEDRAL

CITY CA
595
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Asphalt, Fabric & Engineering, INC. JACOB GARCIA

A - GENERAL ENGINEERING
C-61 / D12 - SYNTHETIC PRODUCTS

B - GENERAL BUILDING
C27 - LANDSCAPING SIGNAL HILL CA
Bear Electrical Solutions, Inc. Robert Asuncion

A - GENERAL ENGINEERING
C10 - ELECTRICAL
C31 - CONSTRUCTION ZONE

TRAFFIC CONTROL
C-61 / D31 - POLE INSTALLATION
AND MAINTENANCE Alviso CA
BELFOR USA Group, Inc. Chelsea Mathews B - GENERAL BUILDING Burmingham MI Bell Construction Kiet Ly

B - GENERAL BUILDING
A - GENERAL ENGINEERING San Bernardino CA
Best Contracting Services, Inc. Myris Guballa
C39 - ROOFING

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C43 - SHEET METAL
C17 - GLAZING GARDENA CA
Cal Stripe Inc. Adam Lippa A - GENERAL ENGINEERING Colton CA Canyon Springs Enterprises Chrissy Peterson A - GENERAL ENGINEERING TEMECULA CA Capital Building Services, Inc. Bill Sanchez B - GENERAL BUILDING RANCHO

MIRAGE CA
Century Modern General Contractors LLC Anthony Sims B - GENERAL BUILDING UPLAND CA Century Paving Inc. Kyle Gilbert
C12 - EARTHWORK AND PAVING

A - GENERAL ENGINEERING
C32 - PARKING AND HIGHWAY

IMPROVEMENT
C-61 / D12 - SYNTHETIC PRODUCTS LA MIRADA CA
Chrisp Company Panda Oesterblad

A - GENERAL ENGINEERING
C13 - FENCING
C32 - PARKING AND HIGHWAY

IMPROVEMENT FREMONT CA
CMIP LLC Rafael Sosa

A - GENERAL ENGINEERING

B - GENERAL BUILDING PALMDALE CA

CMWILLIAMSON ENGINEERING
CORPORATION Chris Williamson A - GENERAL ENGINEERING PALM DESERT CA Color New Co Louis Loizu
C33 - PAINTING AND DECORATING

B - GENERAL BUILDING

WOODLAND

HILLS CA
Contera Construction Corporation Jason Varela

A - GENERAL ENGINEERING
C12 - EARTHWORK AND PAVING

B - GENERAL BUILDING TEMECULA CA
Cosco Fire Protection, Inc. Valerie Nelson
C10 - ELECTRICAL
C16 - FIRE PROTECTION

B - GENERAL BUILDING

SAN JUAN

CAPISTRANO CA
596
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Creative Paving Solutions dba Creative
Paving Coating Solutions Jono Rahav
C33 - PAINTING AND DECORATING
C32 - PARKING AND HIGHWAY
IMPROVEMENT Tempe AZ
DALKE & SONS CONSTRUCTION, INC. Barry Dalke

B - GENERAL BUILDING
C10 - ELECTRICAL Riverside CA
Del's Flooring Contractors Inc Michelle Hernandez
C15 - FLOORING AND FLOOR

COVERING
C54 - TILE (CERAMIC AND MOSAIC) PALM DESERT CA
Desert Air Conditioning, Inc. Tina Shaw
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C43 - SHEET METAL PALM SPRINGS CA
Eagle Eye Demolition, Inc Julio Pineda
C21 - BUILDING MOVING,

DEMOLITION LA VERNE CA
EBS General Engineering, Inc. JOSEPH NANCI A - GENERAL ENGINEERING CORONA CA Edifica USA LLC Javier Contreras

B - GENERAL BUILDING
A - GENERAL ENGINEERING Lake Forest CA
Empyrean Plumbing, Inc. Christina Hirst
C36 - PLUMBING
C34 - PIPELINE

B - GENERAL BUILDING
C-2 - INSULATION AND ACOUSTICAL RIVERSIDE CA
EMTS, Inc. Nancy Arredondo C27 - LANDSCAPING CLOVIS CA
Everon LLC Blanca Varney
C16 - FIRE PROTECTION
C-7 - LOW VOLTAGE SYSTEMS
C10 - ELECTRICAL
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C28 - LOCK AND SECURITY

EQUIPMENT
C-61 / D16 - HARDWARE, LOCKS
AND SAFES Boca Raton FL
Ewing Painting Inc Gabriel Ewing C33 - PAINTING AND DECORATING BEAUMONT CA Farley Interlocking Pavers Amber Edwards
C-61 / D06 - CONCRETE RELATED

SERVICES PALM DESERT CA
FLOOR TECH AMERICA, INC Adrienne Gylling
C15 - FLOORING AND FLOOR

COVERING
C-61 / D34 - PREFABRICATED

EQUIPMENT POMONA CA
Fluoresco Services, LLC Jennifer Small
C10 - ELECTRICAL
C45 - ELECTRICAL SIGNS
C-61 / D42 - NON-ELECTRICAL SIGN

INSTALLATION TUCSON AZ
Fox Company Electric, LLC Kevin Morrison C10 - ELECTRICAL

DESERT HOT

SPRINGS CA
GA Technical Services, Inc. Adriana Cervantes
C-7 - LOW VOLTAGE SYSTEMS
C10 - ELECTRICAL

B - GENERAL BUILDING GLENDORA CA
Garay Construction Inc. David Garay

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C-8 - CONCRETE Baldwin Park CA
Garland / DBS, Inc. Jeff Kozak B - GENERAL BUILDING CLEVELAND OH 597
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Genesis Floor Tracy Koh
C15 - FLOORING AND FLOOR

COVERING
C-61 / D06 - CONCRETE RELATED

SERVICES
C-61 / D12 - SYNTHETIC PRODUCTS
C-61 / D34 - PREFABRICATED

EQUIPMENT
B - GENERAL BUILDING Santa Fe Springs CA
H L Hitchcock Construction Inc. Hunter Hitchcock
C-8 - CONCRETE

B - GENERAL BUILDING

A - GENERAL ENGINEERING
Rancho
Cucamonga CA
HC Electric Hector Castaneda C10 - ELECTRICAL NORWALK CA Hegge Electrical Contractors, Inc. Sherryl Hegge C10 - ELECTRICAL Indio CA

HORIZON PROFESSIONAL LANDSCAPE
INC RAFAEL MENDOZA C27 - LANDSCAPING COACHELLA CA
J. Orozco Enterprises, Inc. DBA Orozco
Landscape and Tree Company Alicia Ramirez
C27 - LANDSCAPING
C-61 / D49 - TREE SERVICE
C49 - TREE AND PALM
C36 - PLUMBING Pomona CA
Kincaid Industries, Inc. Rocky Espiritusanto
C36 - PLUMBING

A - GENERAL ENGINEERING
C16 - FIRE PROTECTION

THOUSAND

PALMS CA
KYA Services, LLC Victoria Johnson
C15 - FLOORING AND FLOOR

COVERING

B - GENERAL BUILDING
C-61 / D12 - SYNTHETIC PRODUCTS

A - GENERAL ENGINEERING
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C10 - ELECTRICAL
C33 - PAINTING AND DECORATING SANTA ANA CA
L2 Solutions, LLC Stevie Alexander C10 - ELECTRICAL OCEANSIDE CA Landscape Development, Inc. Brendan McFadden
C27 - LANDSCAPING

A - GENERAL ENGINEERING VALENCIA CA
Liberty Landscaping, Inc Manuel Mendes
C27 - LANDSCAPING
C-61 / D49 - TREE SERVICE Riverside CA
Los Angeles Engineering, Inc. Aaron O'Brien

A - GENERAL ENGINEERING
C10 - ELECTRICAL
C27 - LANDSCAPING

B - GENERAL BUILDING
C-61 / D12 - SYNTHETIC PRODUCTS COVINA CA
M. Brey Inc, dba MBE Construction Steven Brey

A - GENERAL ENGINEERING
C10 - ELECTRICAL

B - GENERAL BUILDING BEAUMONT CA
M. Brey Inc. dba MBE Construction Marco Rodriguez

A - GENERAL ENGINEERING
C10 - ELECTRICAL
B - GENERAL BUILDING Beaumont CA
598
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Marina Landscape, Inc. Hue Ta

A - GENERAL ENGINEERING
C27 - LANDSCAPING
C36 - PLUMBING

B - GENERAL BUILDING
C-61 / D49 - TREE SERVICE
C-61 / D59 - HYDROSEED SPRAYING
C29 - MASONRY
C-61 / D34 - PREFABRICATED
EQUIPMENT Orange CA
Mariposa Landscapes, Inc. Larry Rudd
C27 - LANDSCAPING

A - GENERAL ENGINEERING
C-61 / D49 - TREE SERVICE
C31 - CONSTRUCTION ZONE

TRAFFIC CONTROL IRWINDALE CA
MT Construction Team Inc Suzette Ellebracht

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C27 - LANDSCAPING
C12 - EARTHWORK AND PAVING
C-61 / D12 - SYNTHETIC PRODUCTS Jurupa Valley CA
Nationwide Construction Inc Benjamin Garcia

B - GENERAL BUILDING
C33 - PAINTING AND DECORATING
SAN

BERNARDINO CA
New Era Energy Agustin Abonce C10 - ELECTRICAL Cathedral City CA NIC Partners Doreen Fiola
C10 - ELECTRICAL C7 - General Low
Voltage Electrica
Rancho
Cucamonga CA
Nks Mechanical Contracting, Inc Finni Uribe
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
B - GENERAL BUILDING Chino CA
Oakview Constructors, Inc. Bids Estimating

B - GENERAL BUILDING
C-8 - CONCRETE CALIMESA CA
Paul Davis Restoration of Greater Palm
Springs Nicholas Pecora B - GENERAL BUILDING PALM DESERT CA Pixabytes Solutions Inc Armando Jaramillo C-7 - LOW VOLTAGE SYSTEMS CALEXICO CA PRESTIGE STRIPING SERVICES INC Rick Trujillo
C32 - PARKING AND HIGHWAY

IMPROVEMENT

A - GENERAL ENGINEERING
C-8 - CONCRETE

B - GENERAL BUILDING
C12 - EARTHWORK AND PAVING Corona CA
Priority One Air Conditioning, Plumbing And
Heating, Inc. Deborah Freeman
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C36 - PLUMBING PALM DESERT CA
599
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Pro-Craft Construction, Inc.
estimating
Department
C36 - PLUMBING
C34 - PIPELINE

B - GENERAL BUILDING
C42 - SANITATION SYSTEM
C-2 - INSULATION AND ACOUSTICAL

A - GENERAL ENGINEERING
C16 - FIRE PROTECTION REDLANDS CA
PUB Construction, Inc. Chris Yi
C33 - PAINTING AND DECORATING

B - GENERAL BUILDING
C54 - TILE (CERAMIC AND MOSAIC)
C15 - FLOORING AND FLOOR

COVERING

A - GENERAL ENGINEERING DIAMOND BAR CA

R DEPENDABLE CONST INC
Estimating Dept.

Matthew/Evelin B - GENERAL BUILDING
R&R B Inc DBA Servpro of Palm
Springs/Indio/Coachella/Indian Wells/La
Quinta Amber Pedersen

B - GENERAL BUILDING
C22 - ASBESTOS ABATEMENT
(Check DOSH Asbestos Registration)
C-61 / D64 - WATER/FIRE/MOLD

REMEDIATION CHINO CA
R.J. Noble Company Barbara Jacob C27 - LANDSCAPING CLOVIS CA Reed Family Enterprises, Inc. Michael Reed B - GENERAL BUILDING TEMECULA CA RM3 Consulting LLC Bomtea Mitchell B - GENERAL BUILDING TORRANCE CA Road Services Road Services
C32 - PARKING AND HIGHWAY

IMPROVEMENT BEAUMONT CA
Rod-West Floor Covering LLC Ever Rodriguez
C15 - FLOORING AND FLOOR
COVERING Santa Fe Springs CA
Romero General Construction Sarah Valdez

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C12 - EARTHWORK AND PAVING Escondido CA
S&H Civilworks Jesse Sotto A - GENERAL ENGINEERING COLTON CA Sam Industries Inc Samuel Runyon C60 - WELDING ESCONDIDO CA Satellite Painting , Inc. Sarahi Barradas C33 - PAINTING AND DECORATING San Jose CA Sierra Pacific West, Inc. Chris Brown A - GENERAL ENGINEERING ENCINITAS CA Sign Factory, Printing & Office Equipment,
Inc. Mario Rodriguez
C-61 / D42 - NON-ELECTRICAL SIGN

INSTALLATION
C45 - ELECTRICAL SIGNS
C10 - ELECTRICAL

B - GENERAL BUILDING EL CENTRO CA
Sky Construction Services Inc Mario Crncic
C12 - EARTHWORK AND PAVING
C-61 / D63 - CONSTRUCTION CLEANUPRANCHO

MIRAGE CA
600
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Socal Electrical and Lighting Inc Dane Harmon C10 - ELECTRICAL PALM DESERT CA South Coast Industrial Door Jacquelyn Diana
C-61 / D28 - DOORS, GATES AND
ACTIVATING DEVICES Corona CA
Southern California West Coast Electric, Inc. Kathy Figueroa

B - GENERAL BUILDING
C10 - ELECTRICAL BANNING CA
St. Francis Electric, LLC. Andy Briones

A - GENERAL ENGINEERING
C10 - ELECTRICAL SAN LEANDRO CA
stallworth construction and management
corp sholandric stallworth B - GENERAL BUILDING PALM DALE CA

STREETLIGHT RESTORATION
SPECIALISTS, INC. Brian Moran
C-61 / D64 - LIGHTPOLE

RESTORATION
C33 - PAINTING AND DECORATING SIMI VALLEY CA
Techno Coatings Steven Dincolo

B - GENERAL BUILDING
C33 - PAINTING AND DECORATING Anaheim CA
The Machado Environmental Corp. Cameron Mills
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING GLENDALE CA
The Van Dyke Corporation David Dyke
C20 - WARM-AIR HEATING,
VENTILATING AND AIRCONDITIONING
C34 - PIPELINE
C36 - PLUMBING
A - GENERAL ENGINEERING 29 PALMS CA
Three Peaks Corp Erik Simmons

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C33 - PAINTING AND DECORATING
C10 - ELECTRICAL CALIMESA CA
Trade Group Electric Darnell Hendricks
Classifications

B - GENERAL BUILDING
C10 - ELECTRICAL Los Angeles CA
Tri-Star Contracting II, Inc. Rodney Owens A - GENERAL ENGINEERING

DESERT HOT

SPRINGS CA
URETEK USA, Inc. Kyle Olsen
C-61 / D06 - CONCRETE RELATED

SERVICES
C-61 / D12 - SYNTHETIC PRODUCTS
C-61 / D30 - PILE DRIVING AND
PRESSURE FOUNDATION JACKING Tomball TX
Vector Resources, Inc. dba VectorUSA Scott Shiffer
C-7 - LOW VOLTAGE SYSTEMS
C10 - ELECTRICAL

B - GENERAL BUILDING
C-61 / D56 - TRENCHING ONLY TORRANCE CA
Vintage Landscape David Smith

A - GENERAL ENGINEERING
C27 - LANDSCAPING LA QUINTA CA
VM Pool Services & Repair Victor Monterroso
C-61 / D35 - POOL AND SPA

MAINTENANCE
C53 - SWIMMING POOL INDIO CA
VSC Incorporated Alexa Portillo

A - GENERAL ENGINEERING

B - GENERAL BUILDING
C10 - ELECTRICAL CORONA CA
Waterline Technologies Inc TOM BERREY
C53 - SWIMMING POOL
C-61 / D35 - POOL AND SPA

MAINTENANCE SANTA ANA CA
601
Consolidated Contractor Prequalification List
09/01/2023 - 06/30/2025
Western State Builders Inc. Scott Bando

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C-61 / D34 - PREFABRICATED

EQUIPMENT
C-61 / D12 - SYNTHETIC PRODUCTS ESCONDIDO CA
Williamson Development Group,Inc. Mickel Abdallah

B - GENERAL BUILDING

A - GENERAL ENGINEERING
C10 - ELECTRICAL Lake Elsinore CA
Wright Construction Engineering Corp. Jason Merritt A - GENERAL ENGINEERING SAN MARCOS CA 602

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: August 28, 2025
PREPARED BY: Jason K. Finley, Chief Building Official
SUBJECT: RELEASE OF DEMOLITION PERFORMANCE BONDS FOR 119 NETAS AND 125 NETAS COURT.

RECOMMENDATION:

1. Release Demolition Performance Bond (4471662) for 119 Netas Ct. in the amount of $93,500.

2. Release Demolition Performance Bond (4471661) for 125 Netas Ct. in the amount of $126,500.

BACKGROUND/ANALYSIS:

On May 23, 2024, a demolition permit was issued for 119 Netas CT, Palm Desert, CA 92260 (DEMO24-0014) requiring a performance bond for permit issuance. The applicant, MACO Equipment Rental posted a performance bond for $93,500 (Bond No. 4471662) On May 20, 2024, a demolition permit was issued for 125 Netas CT, Palm Desert, CA 92260 (DEMO24-0015) requiring a performance bond for permit issuance. The applicant, MACO Equipment Rental posted a performance bond for $126,500 (Bond No. 4471661) Demolition performance bonds are commonly used to ensure funds are available to the city if the contractor defaults on completing the building removal, which could otherwise create a nuisance.

The contractor of record completed the removal, and the City’s Building and Safety Division approved the final inspection on March 20, 2025, for both applications, satisfying the performance bonds.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

No fiscal impact.

ATTACHMENTS:

1. Demolition Performance Bond (4471661).

2. Demolition Performance Bond (4471662).

3. Vicinity Map of 119 and 125 Netas Court.
603
604
605
606
607
608
609
610
611
612
613
614

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: August 28, 2025
PREPARED BY: Ivan Tenorio, Homeless and Supportive Services Manager SUBJECT: RESOLUTION AUTHORIZING THE DESTRUCTION OF OBSOLETE

RECORDS FROM THE COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) PROGRAM
RECOMMENDATION:

Adopt a resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, SETTING FORTH ITS FINDINGS AND AUTHORIZING THE

DESTRUCTION OF RECORDS FROM THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM.”
BACKGROUND/ANALYSIS:

Government Code Section 34090 authorizes the destruction of City records that have satisfied all applicable retention requirements, with the written consent of the City Attorney and approval of the City Council. The City’s records retention schedule, adopted on June 12, 2025, by Resolution No. 2025-035, establishes retention periods for all City records and provides for the systematic disposal of obsolete materials.

Under category FN-009, records related to Community Development Block Grant (CDBG) projects and subrecipient grants must be retained for a minimum of five years after any required funding agency audit, in compliance with federal regulations including 2 CFR § 200.333 and 24 CFR § 570.490. Federal law generally requires retention for at least three years following final expenditure reporting or grant closeout, with longer periods if records are subject to unresolved audit or monitoring. The City’s five-year requirement exceeds this federal minimum.

Staff have identified CDBG records from Fiscal Years 1992-93 through 2017-18 that meet or exceed all applicable retention requirements and pertain solely to closed and completed projects.

These records exist in both paper and digital formats. While digital records for projects beginning in the early 2000s remain accessible in HUD’s Integrated Disbursement and Information System (IDIS), the corresponding physical files remain in City storage and are now eligible for destruction under Government Code Section 34090 and the City’s adopted retention policy.

FINANCIAL IMPACT:

The cost for record destruction has been included in the FY 2025-26 Annual Budget.

ATTACHMENTS:

1. Resolution

2. Records Destruction Certificate – Exhibit A
615
616
RESOLUTION NO. 2025-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, SETTING FORTH ITS FINDINGS AND

AUTHORIZING THE DESTRUCTION OF RECORDS FROM THE

COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
WHEREAS, the City of Palm Desert maintains records related to its Community Development Block Grant (CDBG) Program, which are subject to federal retention requirements under 2 CFR § 200.333, 24 CFR § 570.490, and related laws and regulations; and
WHEREAS, federal regulations require that CDBG records be retained for at least three years following grant closeout, or longer if they are subject to audit, litigation, or other regulatory review; and
WHEREAS, the City Council adopted Resolution No. 2025-035 on June 12, 2025, establishing the City’s Records Retention Schedule; and WHEREAS, the City’s schedule (category FN-009) specifies that CDBG project records must be retained for a minimum of five years following any required funding agency audit, consistent with state and federal requirements; and WHEREAS, staff has identified CDBG records from Fiscal Year 1992/1993 through Fiscal Year 2017/2018 that relate only to closed and completed projects, are not subject to any pending audit or investigation, and have met or exceeded all applicable retention standards.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. The City Council finds that the records listed in Exhibit A have met or exceeded the retention periods required by federal and state law and the City’s adopted Records Retention Schedule.

SECTION 2. The City Council authorizes the destruction of records listed in Exhibit A, dated from Fiscal Years 1992/1993 through 2017/2018, in accordance with Government Code § 34090, federal requirements, and the City’s Records Retention Schedule (Resolution No. 2025-035).

SECTION 3. Destruction shall not occur until the Records Destruction Certificate has been reviewed and signed by both the City Attorney and City Clerk. 617
ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
618
Resolution No. 2025-034 Citywide Records Management Policy

EXHIBIT A

CITY OF PALM DESERT

AUTHORITY TO DESTROY OBSOLETE RECORDS/

CERTIFICATE OF DESTRUCTION
I consent to the destruction of these obsolete records according to accepted policies and procedures.

Records Liaison Date
City Clerk Date City Attorney Date
Approved by City Council:

Dept. Retention
No.

Description
of Record
Years
Covered
Retention
Period
Shred or
Discard
DEV SERVICES FN-009
Project Files (setup,
environmental, completion –
paper and locally stored
digital copies)
FY
1992/1993
– FY
2017/2018
5 Years Shred
DEV SERVICES FN-009
Subrecipient Agreements &
Program Docs (paper and
digital copies not retained in
IDIS)
FY
1992/1993
– FY
2017/2018
5 Years Shred
DEV SERVICES FN-009
Financial Support Docs
(invoices, draw logs – paper
and local digital copies; IDIS
data retained)
FY
1992/1993
– FY
2017/2018
5 Years Shred
DEV SERVICES FN-009
Monitoring & Compliance
Files (paper and digital,
excluding HUD records
stored in IDIS)
FY
1992/1993
– FY
2017/2018
5 Years Shred
DEV SERVICES FN-009
General Correspondence &
Planning Notes (nonsubstantive – paper and
digital email/archive copies)
FY
1992/1993
– FY
2017/2018
5 Years Shred
619
Administrative Procedures Manual CLRK-001
Citywide Records Management Policy Resolution No. 2022-71

AFFIDAVIT OF DESTRUCTION
I hereby certify that the records described above have been destroyed.

Records Liaison Date Records Coordinator Date
Original: City Clerk’s Office
Copy: Department
620

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: August 28, 2025
PREPARED BY: David Reyes, Public Works Superintendent
Francisco Torres, Streets Maintenance Supervisor
SUBJECT: ACCEPT ON-CALL CITYWIDE ADA CURB RAMP MODIFICATIONS AND

SIDEWALK REPLACEMENT PROGRAM AS COMPLETE, AND

AUTHORIZE THE CITY CLERK TO FILE THE NOTICE OF COMPLETION (PROJECT NO. MST00013)
RECOMMENDATION:

1. Accept Contract No. C48240 with W R Builders, Inc., for the On-Call Citywide ADA Curb Ramp Modifications and Sidewalk Replacement Project for Fiscal Year 2024-25 as completed in accordance with the contract specifications.

2. Authorize the City Manager to execute the Notice of Completion (NOC) and the City Clerk to file the NOC upon satisfactory completion of the project at the end of each fiscal year.

BACKGROUND/ANALYSIS:

On August 22, 2024, the City Council awarded Contract No. C48240 to We R Builders, Inc., in the amount of $600,000 for the On-Call Citywide ADA Curb Ramp Modifications and Sidewalk Replacement Program.

The program focuses on modifying and repairing curb ramps to ensure compliance with the Americans with Disabilities Act (ADA) and repairing or replacing damaged and non-compliant sidewalk sections. In Fiscal Year (FY) 2024-25, work was concentrated on Country Club Drive between Washington Street and Cook Street, with additional improvements along Cook Street between Country Club Drive and Frank Sinatra Drive.

Construction began on February 3, 2025, and was completed on June 11, 2025. A final inspection conducted by staff confirmed that all work was completed in accordance with contract requirements.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

There is no financial impact associated with this action.

ATTACHMENTS:

1. Notice of Completion

2. Vicinity Map
621
622
C:\Program Files\eSCRIBE\TEMP\13153896805\13153896805,,,01 Notice of Completion (NOC).docx To be recorded with the Riverside County Recorder
on or within 15 days after completion and acceptance by the City Council. NO RECORDING FEE PER
SECTION 6103 OF THE GOVERNMENT CODE.

APN 000-000-000 R/W NOTICE OF COMPLETION
(Cal. Civ. Code § 9200 et seq. – Public Works)
NOTICE IS HEREBY GIVEN:

1. That the interest or estate stated in paragraph 3 herein in the real property herein described is SOLELY OWNED by the CITY OF PALM DESERT, A MUNICIPAL CORPORATION, a political subdivision of the State of California, and whose address is 73-510 FRED WARING DRIVE, PALM DESERT, CALIFORNIA, 92260.

2. That the full name and address of the owner of said interest or estate is set forth in the preceding paragraph.

3. That the nature of the title of the stated owner, as set forth in paragraph 1, is FEE.

4. That on the 11th day of June, 2025, work of improvement described as On-Call Citywide ADA Curb Ramp Modifications and Sidewalk Replacement Program, Project No. MST00013 Contract No. C48240, on the real property herein described was completed.

5. That the name of the original contractor, if any, for said work of improvement was: We R Builders, Inc.

6. That the real property herein referred to is situated in the City of Palm Desert, County of Riverside, State of California, and is described as (Citywide) 73-510 Fred Waring Drive, Palm Desert, CA 92260.

CITY OF PALM DESERT

A MUNICIPAL CORPORATION
Date: By: _____________________________
Chris Escobedo, Interim City Manager

When recorded, return to:

Office of the City Clerk
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260

VERIFICATION
STATE OF CALIFORNIA }
} ss
COUNTY OF RIVERSIDE }
On , 2025, before me, Anthony J. Mejia, City Clerk of the City of Palm Desert, personally appeared Chris Escobedo, Interim City Manager of the City of Palm Desert, a Municipal Corporation, and acknowledged to me that the City of Palm Desert executed the same.
______________________
Anthony J. Mejia, City Clerk
Rev. February 2025
623
624
Attachment 2
Vicinity Map
ADA Sidewalk & Curb Ramp
Improvements (As-needed along
route)
Cook Street
Country Club Drive
625
626

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: August 28, 2025
PREPARED BY: Shawn Muir, Community Services Manager
SUBJECT: AUTHORIZE THE PURCHASE OF PUMP ROOM EQUIPMENT FOR THE PALM DESERT AQUATIC CENTER (PROJECT NO. CFA00009)
RECOMMENDATION:

1. Authorize the purchase of pump room equipment from Knorr Systems International in the amount of $989,206.48, plus a $15,000 contingency for unforeseen expenses.

2. Authorize release of established Aquatic Facility Equipment Reserve Funds in the amount of $1,000,000 in Account No. 2420000-2430100 and transfer and appropriate to Aquatic Facility Capital Projects Account No. 2424549-4400100.

3. Authorize the City Attorney to make necessary non-monetary changes to the agreement.

4. Authorize the City Manager to execute the agreement and any written requests for change orders up to the contingency amount, amendments, and any other documents necessary to effectuate this action, in accordance with Palm Desert Municipal Code Section 3.30.170(B).

BACKGROUND/ANALYSIS:

The Palm Desert Aquatic Center (PDAC) was constructed in 2011 as a public recreational amenity for residents and visitors. The facility features three separate pools, each designed to serve a range of community programming and recreational needs:
 Lap Pool: 887,000 gallons; 50 meters in length; depth up to 15 feet. Amenities include diving boards, a climbing wall, a floating obstacle course, and lanes for lap swimming and water fitness programs.
 Recreation Pool: 190,000 gallons; zero-depth entry to a maximum depth of five feet.

Includes a rope swing, dual water slides, and designated areas for swimming instruction and recreational use.
 Splash Pool: 13,000 gallons; uniform one-foot depth. Designed for young children, the pool includes a water playground for safe and interactive play.

The facility has been operated and maintained by the Family YMCA of the Desert since its opening. Most of the equipment needed to operate the pools is located in the facility’s pump room. Currently, the pump room houses three filtration systems, five heaters, and various pumps and controllers. This equipment runs 24 hours a day, seven days a week, since it was commissioned, except for the heaters, which are only operated in the winter. Due to the extensive use, extreme desert climate, and normal wear and tear, the equipment has reached the end of its useful life and must be replaced. Evidence of this emerged at the start of this year’s 627
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recreational swimming season, when the lap pool required temporary closures over several days, leading to a modified operating schedule to allow for water clarity to improve.

Early planning for the pump room renovation project began in September 2024 when staff requested proposals for the engineering and design of the improvements. The City entered Contract No. A48350 with Rogers, Stringer, and McClelland, Inc. (RSM) and immediately began working on the plans. Full construction documents are now being finalized and an Invitation for Bids to hire a construction contractor has been advertised on the City’s online bidding portal, OpenGov. Staff will return with a request to approve the construction agreement and appropriate funds for installation in September 2025. Staff anticipate construction commencing in midNovember 2025. The construction will require a full facility closure, as swimming cannot safely occur while the pumps are not operating.

RSM provided an equipment list for staff, so the equipment with longer lead times could be purchased in advance of hiring a contractor. Direct City purchase of the equipment also provides cost savings of approximately 15% over requesting the contractor purchase the items. Staff sent the equipment list to five pool equipment vendors in the region, and each vendor provided a quote. Two of the five quotes will not be considered:
 One vendor provided a partial quote for the heaters only. This will not be considered as the request for quotes includes all items on the equipment list and the City intends to work with one vendor for all equipment for the project.
 A second vendor provided a quote with an alternate heater specified. This will not be considered because there is not an approved alternate heater. The construction documents are specific to the heaters on the equipment list provided.

The three complete proposals are summarized below:

Vendor Location Quote
Knorr Systems International, Inc. Santa Ana, California $1,059,490.04 Aquatic Environmental Systems, Inc. Tempe, Arizona $1,106,490.54 Horizon Mechanical Contractors of California Arcadia, California $1,274,854.36 Knorr Systems International, Inc. (KSI) was determined to have provided the lowest responsive quote. Following this evaluation, staff received lead times for the equipment, and it became apparent that the urgent purchase of the pumps (16–18-week lead time) was necessary. The pumps were purchased separately to mitigate this lead time and ensure all equipment would be available prior to the installation period ($70,283.56). A separate quote was requested from Knorr Systems for the remaining items on the list ($989,206.48).

Staff recommends awarding a Goods and Equipment Purchase Agreement to Knorr Systems International, Inc., for $989,206.48 as they provided the lowest qualified quote for the purchase of the equipment. Staff are also requesting a $15,000 contingency for unforeseen expenses. 628
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Authorize Purchase of PDAC Pump Room Equipment

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

The approved FY 2025-26 Financial Plan and Capital Improvement Project (CIP) List includes $378,846 under Aquatic Facility – Capital Project Account No. 2424549-4400100 for improvements at the Palm Desert Aquatic Center (PDAC).

The following table reflects the improvements and expenses programmed under this account:

Account No. Budget Estimated Cost/
Expenses
Balance
2424549-4400100 PDAC Capital Account $300,000
FY2024/25 Carryover $78,846
HVAC Replacement $50,000
Re-sling chairs $25,000
Roof Access Ladder $25,000
Fence Replacement $150,000
Pumps Purchase $70,369
*Pump Room Equipment Purchase $989,206
*Contingency $15,000
Totals $378,846 $1,324,575 ($945,729)
*This Appropriation Request $1,000,000
Balance Available $54,271
*Current request
Staff requests an appropriation of $1,000,000 from Aquatic Facility Equipment Reserves to facilitate this equipment purchase.

Funds for equipment replacement were deposited and reserved upon PDAC opening. There is no financial impact on the General Fund with this action, however an appropriation from General Fund Facility Reserves will be necessary to complete the project.

ATTACHMENTS:

1. City Goods and Equipment Purchase Agreement

2. RSM Agreement A48350
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1 CITY OF PALM DESERT

GOODS AND EQUIPMENT PURCHASE AGREEMENT

PALM DESERT AQUATIC CENTER PUMP ROOM EQUIPMENT
This Goods and Equipment Purchase Agreement (“Agreement”) is made and entered into this 28th day of August, 2025, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578, (“City”) and KNORR SYSTEMS INTERNATIONAL, a LIMITED LIABILITY COMPANY, with its principal place of business at 2221 SOUTH STANDARD AVENUE, SANTA ANA, CA 92707 ("Supplier"). The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties." Section 1. Definitions/Cooperative Procurement.

A. Definitions.

1. “Goods” means all machinery, equipment, supplies, items, parts, materials, labor, or other services, including design, engineering, and installation services, provided by Supplier as specified in Exhibit “A”, attached hereto and incorporated herein by reference.

2. “Delivery Date(s)” means that date or dates upon which the Goods is to be delivered to the City, ready for approval, testing and/or use as specified in Exhibit “B.”

3. Program. The purchase has been made through a REQUEST FOR QUOTES, a program for the procurement of goods and services for governmental agencies.

Documents related to the procurement of this Agreement shall be made available to City upon request.

Section 2. Materials And Workmanship.

When Exhibit “A” specifies machinery, equipment or material by manufacturer, model or trade name, no substitution will be made without the City’s written approval. Machinery, equipment or material installed in the Goods without the approval required by this Section 2 will be deemed to be defective material for purposes of Section 4. Where machinery, equipment or materials are referred to in Exhibit “A” as equal to any particular standard, the City will decide the question of equality. When requested by the City, Supplier will furnish the City with the name of the manufacturer, the performance capabilities and other pertinent information necessary to properly determine the quality and suitability of any machines, equipment, and material to be incorporated in the Goods. Material samples will be submitted at the City’s request.

Section 3. Inspections And Tests.

The City shall have the right to inspect and/or test the Goods prior to acceptance. If upon inspection or testing the Goods or any portion thereof are found to be nonconforming, unsatisfactory, defective, of inferior quality or workmanship, or fail to meet any requirements or specifications contained in Exhibit “A,” then without prejudice to any other rights or remedies, the City may reject the Goods or exercise any of its rights under Section 4.C. The inspection, failure to make inspection, acceptance of goods, or payment for goods shall not impair the City’s right to reject nonconforming goods.
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2 Section 4. Warranty.

A. Supplier warrants that the Goods will be of merchantable quality and free from defects in design, engineering, material, and workmanship for a period of two (2) years, or such longer period as provided by a manufacturer’s warranty or as agreed to by Supplier and City, from the date of final written acceptance of the Goods by the City as required for final payment under Section 7. Supplier further warrants that any services provided in connection with the Goods will be performed in a professional and workmanlike manner and in accordance with the highest industry standards.

B. Supplier further warrants that all machinery, equipment, or process included in the Goods will meet the performance requirements and specifications specified in Exhibit “A” and shall be fit for the purpose intended. The City’s inspection, testing, approval, or acceptance of any such machinery, equipment, or process will not relieve Supplier of its obligations under this B.

C. For any breach of the warranties contained in A and B, Supplier will, immediately after receiving notice from the City, at the option of the manufacturer, and at Supplier’s own expense and without cost to the City:

1. Repair the defective Goods;

2. Replace the defective Goods with conforming Goods, F.O.B. City’s plant, office or other location of City where the Goods was originally performed or delivered; or

3. Repay to City the purchase price of the defective Goods.

If City receives repair or replacement, any defects will be remedied without cost to the City, including but not limited to, the costs of removal, repair, and replacement of the defective Goods, and reinstallation of new Goods. All such defective Goods that is so remedied will be similarly warranted as stated above. In addition, Supplier will repair or replace other items of the Goods which may have been damaged by such defects or the repairing of the same, all at its own expense and without cost to the City.

D. Supplier also warrants that the Goods is free and clear of all liens and encumbrances whatsoever, that Supplier has a good and marketable title to same, and that Supplier owns or has a valid license for all of the proprietary technology and intellectual property incorporated within the Goods. Supplier agrees to indemnify, defend, and hold the City and their officials, officers, employees, volunteers, representatives and agents harmless against any and all third-party claims resulting from the breach or inaccuracy of any of the foregoing warranties.

E. In the event of a breach by Supplier of its obligations under this Section 4, the City will not be limited to the remedies set forth in this Section 4, but will have all the rights and remedies permitted by applicable law, including without limitation, all of the rights and remedies afforded to the City under the California Commercial Code.

Section 5. Prices.

Unless expressly provided otherwise, all prices and fees specified in Exhibit “C,” attached hereto and incorporated herein by reference, are firm and shall not be subject to change without the written approval of City. No extra charges of any kind will be allowed unless specifically agreed to in writing by the City’s authorized representative. The total price shall include (i) all federal, state, and local sales, use, excise, privilege, payroll, occupational and other taxes applicable to 632
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3 the Goods furnished to the City hereunder; and (ii) all charges for packing, freight and transportation to destination.

Section 6. Changes.

City, at any time, by a written order, and without notice to any surety, may make changes in the Goods, including but not limited to, City’s requirements and specifications. If such changes affect the cost of the Goods or time required for its performance, an equitable adjustment will be made in the price or time for performance or both. Any change in the price necessitated by such change will be agreed upon between the City and Supplier and such change will be authorized by a change order document signed by the City and accepted by Supplier.

Section 7. Payments.

A. Terms of payment, are net thirty (30) days, less any applicable retention, after receipt of invoice, or completion of applicable Progress Milestones. Final payment shall be made by City after Supplier has satisfied all contractual requirements. Payment of invoices shall not constitute acceptance of Goods.

B. If Progress Milestones have been specified in Exhibit “B,” then payments for the Goods will be made as the requirements of such Progress Milestones are met. Progress payments for the Goods will be made by City upon proper application by Supplier during the progress of the Goods and according to the terms of payment as specified in Exhibit “B.” Supplier’s progress billing invoice will include progress payments due for the original scope of work and changes. Each “Item for Payment” shown in Exhibit “B” and each change order will be itemized on the invoice. Invoices for cost plus work, whether part of Exhibit “B” or a change order, must have subcontractor and/or supplier invoices attached to Supplier’s invoice. Other format and support documents for invoices will be determined by the City in advance of the first invoice cycle.

C. Payments otherwise due may be withheld by the City on account of defective Goods not remedied, liens or other claims filed, reasonable evidence indicating probable filing of liens or other claims, failure of Supplier to make payments properly to its subcontractors or for material or labor, the failure of Supplier to perform any of its other obligations under the Agreement, or to protect the City against any liability arising out of Supplier’s failure to pay or discharge taxes or other obligations. If the causes for which payment is withheld are removed, the withheld payments will be made promptly. If the said causes are not removed within a reasonable period after written notice, the City may remove them at Supplier’s expense.

D. Payment of the final Progress Milestone payment or any retention will be made by City upon:

1. Submission of an invoice for satisfactory completion of the requirements of a Progress Milestone as defined in Exhibit “B” and in the amount associated with the Progress Milestone;

2. Written acceptance of the Goods by the City;

3. Delivery of all drawings and specifications, if required by City;

4. Delivery of executed full releases of any and all liens arising out of this Agreement; and
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4 5. Delivery of an affidavit listing all persons who might otherwise be entitled to file, claim, or maintain a lien of any kind or character, and containing an averment that all of the said persons have been paid in full.

If any person refuses to furnish an actual release or receipt in full, Supplier may furnish a bond satisfactory to the City to indemnify City against any claim or lien at no cost to the City.

E. Acceptance by Supplier of payment of the final Progress Milestone payment pursuant to D will constitute a waiver, release and discharge of any and all claims and demands of any kind or character which Supplier then has, or can subsequently acquire against the City, its successors and assigns, for or on account of any matter or thing arising out of, or in any manner connected with, the performance of this Agreement. However, payment for the final Progress Milestone by City will not constitute a waiver, release or discharge of any claims or demands which City then has, or can subsequently acquire, against Supplier, its successors and assigns, for or on account of any matter or thing arising out of, or in any manner connected with, the performance of this Agreement.

Section 8. Schedule For Delivery.

A. The time of Supplier’s performance is of the essence for this Agreement. The Goods will be delivered in accordance with the schedule set forth in Exhibit “B.” Supplier must immediately notify the City in writing any time delivery is behind schedule or may not be completed on schedule. In addition to any other rights the City may have under this Agreement or at law, Supplier shall pay City the sum of $250.00 per item of Goods for each calendar day for which the item of Goods is unavailable beyond the scheduled delivery date(s) specified in Exhibit “B.” B. In the event that the Goods is part of a larger project or projects that require the coordination of multiple contractors or suppliers, then Supplier will fully cooperate in scheduling the delivery so that the City can maximize the efficient completion of such project(s).

Section 9. Taxes.

A. Supplier agrees to timely pay all sales and use tax (including any value added or gross receipts tax imposed similar to a sales and use tax) imposed by any federal, state or local taxing authority on the ultimate purchase price of the Goods provided under this Agreement.

B. Supplier will withhold, and require its subcontractors, where applicable, to withhold all required taxes and contributions of any federal, state or local taxing authority which is measured by wages, salaries or other remuneration of its employees or the employees of its subcontractors. Supplier will deposit, or cause to be deposited, in a timely manner with the appropriate taxing authorities all amounts required to be withheld.

C. All other taxes, however denominated or measured, imposed upon the price of the Goods provided hereunder, will be the responsibility of Supplier. In addition, all taxes assessed by any taxing jurisdiction based on Supplier property used or consumed in the provision of the Goods such as and including ad valorem, use, personal property and inventory taxes will be the responsibility of Supplier.

D. Supplier will, upon written request, submit to the City written evidence of any filings or payments of all taxes required to be paid by Supplier hereunder. 634
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5 Section 10. Independent Contractor.

Supplier enters into this Agreement as an independent contractor and not as an employee of the City. Supplier shall have no power or authority by this Agreement to bind the City in any respect. Nothing in this Agreement shall be construed to be inconsistent with this relationship or status. All employees, agents, contractors, or subcontractors hired or retained by the Supplier are employees, agents, contractors, or subcontractors of the Supplier and not of the City. The City shall not be obligated in any way to pay any wage claims or other claims made against Supplier by any such employees, agents, contractors or subcontractors or any other person resulting from performance of this Agreement.

Section 11. Subcontracts.

Unless otherwise specified, Supplier must obtain City’s written permission before subcontracting any portion of the Goods. Except for the insurance requirements in A, all subcontracts and orders for the purchase or rental of supplies, materials or equipment, or any other part of the Goods, will require that the subcontractor be bound by and subject to all of the terms and conditions of the Agreement. No subcontract or order will relieve Supplier from its obligations to the City, including, but not limited to Supplier’s insurance and indemnification obligations. No subcontract or order will bind City.

Section 12. Title And Risk Of Loss.

Unless otherwise agreed, the City will have title to, and risk of loss of, all completed and partially completed portions of the Goods upon delivery, as well as materials delivered to and stored on City property which are intended to become a part of the Goods. However, Supplier will be liable for any loss or damage to the Goods and/or the materials caused by Supplier or its subcontractors, their agents or employees, and Supplier will replace or repair said Goods or materials at its own cost to the complete satisfaction of the City. Notwithstanding the foregoing, in the event that the City has paid Supplier for all or a portion of the Goods which remains in the possession of Supplier, then the City shall have title to, and the right to take possession of, such Goods at any time following payment therefor. Risk of loss for any Goods which remains in the possession of Supplier shall remain with Supplier until such Goods has been delivered or City has taken possession thereof. Supplier will have risk of loss or damage to Supplier’s property used in the construction of the Goods, but which does not become a part of the Goods.

Section 13. Indemnification.

A. Supplier shall defend, indemnify and hold the City of Palm Desert (“City”), and their officials, officers, employees, volunteers, representatives and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence or willful misconduct of Supplier, its officials, officers, employees, agents, subcontractors, and subconsultants arising out of or in connection with the Goods or the performance of this Agreement, including without limitation the payment of all damages and attorneys’ fees and other related costs and expenses except such loss or damage which was caused by the sole negligence or willful misconduct of the City.

B. Supplier’s defense obligation for any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the City, and their officials, officers, employees, agents, representatives or volunteers shall be at Supplier’s own 635
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6 cost, expense, and risk. Supplier shall pay and satisfy any judgment, award, or decree that may be rendered against the City or its officials, officers, employees, agents, representatives, or volunteers, in any such suit, action, or other legal proceeding. Supplier shall reimburse the City and their officials, officers, employees, agents, representatives and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided.

C. Supplier’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, and their officials, officers, employees, agents, representatives, or volunteers.

Section 14. Insurance.

A. General. Supplier shall take out and maintain:

1. Commercial General Liability Insurance, of at least $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury and property damage, at least as broad as Insurance Services Office Commercial General Liability most recent Occurrence Form CG 00 01;

2. Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, of at least $1,000,000 per accident for bodily injury and property damage, at least as broad as most recent Insurance Services Office Form Number CA 00 01 covering automobile liability, Code 1 (any auto);

3. Workers’ Compensation in compliance with applicable statutory requirements and Employer's Liability Coverage of at least $1,000,000 per occurrence; and

4. Pollution Liability Insurance. [RESERVED]

5. Product Liability and/or Errors and Omissions Insurance. [RESERVED] B. Additional Insured; Primary; Waiver of Subrogation; No Limitation on Coverage.

The policies required under this Section shall give the City, and their officials, officers, employees, agents, representatives, or volunteers additional insured status. Such policies shall contain a provision stating that Supplier’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City, or any additional insureds shall not be called upon to contribute to any loss and shall contain or be endorsed with a waiver of subrogation in favor of the City, and their officials, officers, employees, agents, representatives, and volunteers. The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as additional insured pursuant to this Agreement.

C. Insurance Carrier. All insurance required under this Section is to be placed with insurers with a current A.M. Best’s rating no less than A-:VII, licensed to do business in California, and satisfactory to the City.

D. Evidence of Insurance. Supplier shall furnish the City with original certificates of insurance and endorsements effecting coverage required by the Agreement. The certificates and 636
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7 endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf and shall be on forms supplied or approved by the City. All certificates and endorsements must be received and approved by the City before delivery commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time.

E. Subcontractors. All subcontractors shall meet the requirements of this Section before commencing work. In addition, Supplier shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

F. Freight. Supplier shall ensure that third party shippers contracted by Supplier have adequate insurance coverage for the shipped Goods.

Section 15. Liens.

A. Supplier, subcontractors and any other suppliers will not make, file or maintain a mechanic’s or other lien or claim of any kind or character against the Goods, for or on account of any labor, materials, fixtures, tools, machinery, equipment, or any other things furnished, or any other work done or performance given under, arising out of, or in any manner connected with the Agreement (such liens or claims referred to as “Claims”); and Supplier, subcontractor and any other suppliers expressly waive and relinquish any and all rights which they now have, or may subsequently acquire, to file or maintain any Claim and Supplier, subcontractor and any other suppliers agree that this provision waiving the right of Claims will be an independent covenant.

B. Supplier will save and hold City harmless from and against any and all Claims that may be filed by a subcontractor, supplier or any other person or entity and Supplier will, at its own expense, defend any and all actions based upon such Claims and will pay all charges of attorneys and all costs and other expenses arising from such Claims.

Section 16. Termination Of Agreement By City.

A. Should Supplier at any time refuse or fail to deliver the Goods with promptness and diligence, or to perform any of its other obligations under the Agreement, the City may terminate Supplier’s right to proceed with the delivery of the Goods by written notice to Supplier.

In such event the City may obtain the Goods by whatever method it may deem expedient, including the hiring of another contractor or other contractors and, for that purpose, may take possession of all materials, machinery, equipment, tools, and appliances and exercise all rights, options and privileges of Supplier. In such case Supplier will not be entitled to receive any further payments until the Goods is delivered. If City’s cost of obtaining the Goods, including compensation for additional managerial and administrative services, will exceed the unpaid balance of the Agreement, Supplier will be liable for and will pay the difference to City.

B. City may, for its own convenience, terminate Supplier’s right to proceed with the delivery of any portion or all of the Goods by written notice to Supplier. Such termination will be effective in the manner specified in such notice, will be without prejudice to any claims which the City may have against Supplier, and will not affect the obligations and duties of Supplier under the Agreement with respect to portions of the Goods not terminated.

C. On receipt of notice under B, Supplier will, with respect to the portion of the Goods terminated, unless the notice states otherwise,
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8 1. Immediately discontinue such portion of the Goods and the placing of orders for materials, facilities, and supplies in connection with the Goods,

2. Unless otherwise directed by the City, make every reasonable effort to procure cancellation of all existing orders or contracts upon terms satisfactory to City; and

3. Deliver only such portions of the Goods which the City deems necessary to preserve and protect those portions of the Goods already in progress and to protect material, plant and equipment at the Goods site or in transit to the Goods site.

D. Upon termination pursuant to B, Supplier will be paid a pro rata portion of the compensation in the Agreement for any portion of the terminated Goods already delivered, including material and services for which it has made firm contracts which are not canceled, it being understood that the City will be entitled to such material and services. Upon determination of the amount of said pro rata compensation, City will promptly pay such amount to Supplier upon delivery by Supplier of the releases of liens and affidavit, pursuant to C.

Section 17. Force Majeure
A. Supplier shall not be held responsible for failure or delay in shipping nor City for failure or delay in accepting goods described herein if such failure or delay is due to a Force Majeure Event.

B. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the work); (4) pandemics, epidemics or quarantine restrictions; and (5) strikes and other organized labor action occurring at the project site and the effects thereof on the work, only to the extent such strikes and other organized labor action are beyond the control of Supplier and its subcontractors, of every tier, and to the extent the effects thereof cannot be avoided by use of replacement workers. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of the City in its capacity as a municipal authority.

C. In the event of any such excused interference with shipments, the City shall have the option either to reduce the quantity provided for in the order accordingly or to exercise its right of cancellation as set forth in this Agreement.

Section 18. Miscellaneous Provisions.

A. Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address or at such other address as the respective parties may provide in writing for this purpose:

Supplier: KNORR SYSTEMS INTERNATIONAL
2221 S. STANDARD AVENUE
SANTA ANA, CA 92707
ATTN: BRANDON MOORE, APPLICATION SPECIALIST
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9 City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: SHAWN MUIR, PUBLIC WORKS
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

B. Assignment or Transfer. Supplier shall not assign or transfer any interest in this Agreement whether by assignment or novation, without the prior written consent of the City, which will not be unreasonably withheld. Provided, however, that claims for money due or to become due Supplier from the City under this Agreement may be assigned to a financial institution or to a trustee in bankruptcy, without such approval. Notice of any assignment or transfer, whether voluntary or involuntary, shall be furnished promptly to the City.

C. Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

D. Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

E. Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.

F. Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.

G. Attorneys’ Fees and Costs. If any action in law or equity, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, each Party shall pay its own attorneys’ fees.

H. Interpretation. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party.

I. No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.

J. Authority to Enter Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right and authority to make this Agreement and bind each respective Party.

K. Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

L. Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
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10 M. City’s Right to Employ Other Suppliers. City reserves its right to employ other contractors in connection with the Goods.

N. Entire Agreement. This Agreement constitutes the entire agreement between the Parties relative to the Goods specified herein. There are no understandings, agreements, conditions, representations, warranties or promises with respect to this Agreement, except those contained in or referred to in the writing.
[SIGNATURES ON FOLLOWING PAGE]
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11 SIGNATURE PAGE TO GOODS AND EQUIPMENT PURCHASE AGREEMENT

BETWEEN THE CITY OF PALM DESERT

AND KNORR SYSTEMS INTERNATIONAL
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date first above written.

CITY OF PALM DESERT
By: _____________________________
Chris Escobedo
Interim City Manager
Attest:

By:

Anthony J. Mejia
City Clerk
Approved as to form:

By:

Isra Shah
Best Best & Krieger LLP
City Attorney

KNORR SYSTEMS INTERNATIONAL, A

LIMITED LIABILITY COMPANY
By:

Rich Robert
President
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Exhibit “A”
Exhibit “A”

GOODS SPECIFICATIONS
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Exhibit “A”
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Exhibit “B”
Exhibit “B”

DELIVERY SCHEDULE
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Exhibit “C”
Exhibit “C”

FEE SCHEDULE
645
Contract No. ___________
Exhibit “C”
646
Contract No. A48350
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CITY OF PALM DESERT

PROFESSIONAL SERVICES AGREEMENT

1. Parties and Date. This Agreement is made and entered into this 12th day of September, 2024, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and Rogers Stringer & McClelland, Inc., a Corporation, with its principal place of business at 1981 N. Broadway, Suite 202, Walnut Creek, CA 94596 ("Vendor"). The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."

2. Recitals.

2.1 Project.

The City is a public agency of the State of California and is in need of professional services for the following project:

Palm Desert Aquatic Center Pump Room Renovation Design Project Project No. CFA00009
(hereinafter referred to as “the Project”).

2.2 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement.

Consultant is duly licensed and has the necessary qualifications to provide such services.

3. Terms.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from September 12, 2024, to June 30, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than 2 additional one-year terms. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.

3.2 Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.

Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 647
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pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause.

The key personnel for performance of this Agreement are as follows: Bernie Rogers, CEO/Project Engineer.

3.2.5 City's Representative. The City hereby designates Shawn Muir, Community Services Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative").

City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.

3.2.6 Consultant's Representative. Consultant hereby designates Bernie Rogers, CEO/Project Engineer, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times.

3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 648
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necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”).

Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the City and Consultant (“Performance Milestones”). Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage.

Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.

Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation.

Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

3.2.10 Laws and Regulations; Employee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause.

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3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.

3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, physical disability, ancestry, sex, age, marital status, gender, gender identity, gender expression, sexual orientation, reproductive health decision making, veteran or military status, or any other consideration made unlawful by federal, state, or local laws. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.

3.2.11 Insurance.

3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City. (A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(B) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, nonowned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (C) Professional Liability (Errors & Omissions) Insurance.

Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 650
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effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. (D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives.
(E) Umbrella or Excess Liability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
applied proves to be uncollectible in whole or in part for any reason;
(2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates with primary policies; and (4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be insureds under the umbrella or excess policies.
(F) Fidelity Coverage. RESERVED.
(G) Cyber Liability Insurance. RESERVED.

3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants. (C) Primary/Non-Contributing. Coverage provided by
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shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or selfinsurance shall be called upon to protect it as a named insured. (D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement.
(E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).

Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance.

Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. (I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 652
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representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies.
(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (M) Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review.
(N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. (O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.

3.2.12 Water Quality Management and Compliance. Reserved.

3.3 Fees and Payments.

3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed Sixty-Five Thousand Dollars ($65,000.00) without written approval of the City Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 653
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Council or City Manager, as applicable.

3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant.

City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.

3.3.4 Travel Expenses. In accordance with Government Code section 53232.2(c), the Internal Revenue Service rates for reimbursement of travel, meals, lodging, and other actual and necessary expenses as established in Publication 463, or any successor publication, shall be used to determine reimbursement rates for Consultant. Travel in business class, first class or any category on any flight above the coach/economy level will not be reimbursed.

3.3.5 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.

Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.

3.4 Labor Code Requirements.

3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 654
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maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.

3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the Services.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

This Agreement may be terminated by either party upon not less than seven (7) days’ written notice should the other party fail substantially to perform in accordance with the terms of this agreement through no fault of the party initiating the termination. In the event of termination, the City shall pay the Consultant for all services rendered to the date of termination, including all reimbursable expenses.

3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.

3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 655
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Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.6.1.3 Early Termination. Notwithstanding any provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation.

3.6.1.4 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: Rogers Stringer & McClelland, Inc.
1981 N. Broadway, Suite 202
Walnut Creek, CA 94596
ATTN: Bernie Rogers
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: Shawn Muir, Public Works
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.3 Ownership of Materials and Confidentiality.

3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 656
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shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.

The City acknowledges the Consultant’s documents, including electronic files, as instruments of professional service. Documents prepared by the Consultant under this Agreement shall become the property of the City upon completion of the services and payment in full of all monies due to the Consultant. The City shall not reuse or make any modification to the documents without the prior written authorization of the Consultant. The City agrees, to the fullest extent permitted by law, to indemnify and hold harmless the Consultant, its officers, directors, employees and subconsultants (collectively, Consultant) against any damages, liabilities or costs, including reasonable attorney’s fees and defense costs, arising from or allegedly arising from or in any way connected with t he unauthorized reuse or modification of the documents by the City or any person or entity that acquires or obtains the documents from or through the City without the written authorization of the Consultant.

3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.

3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents, and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment, or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.

3.6.3.4 Indemnification – Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers, agents and representatives free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.

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3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information.

Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.

3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement.

3.6.5 [Reserved]

3.6.6 Indemnification.

3.6.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers, or representatives.

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3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements.

3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.

3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.

3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City.

Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not workdays. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, volunteers, and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

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3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.

3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT
AND Rogers Stringer & McClelland, Inc.

IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

CITY OF PALM DESERT
By:

L. Todd Hileman
City Manager
Attest:

By:

Anthony J. Mejia
City Clerk
Approved as to form:

By:

Isra Shah
Best Best & Krieger LLP
City Attorney
ROGERS STRINGER & MCLELLAND, INC.,

A CORPORATION
By:

Jim McClelland
President
By:

Bernie Rogers
Secretary
City Clerk QC: _____
Contracts QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
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Contract No. A48350
Exhibit “A”
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EXHIBIT “A”

SCOPE OF SERVICES
Scope of Services
The professional engineering and design services include, but are not limited to:
 Project management;
 Alternatives analysis development;
 Preliminary engineering;
 Aquatic, facility and hardscape design;
 Engineering design; and
 Bidding support and construction engineering.

The City envisions the Consultant will be tasked for services in five stages:
 Assessment and Data Collection
 Feasibility and Alternatives Analysis
 Preliminary Engineering
 Final Engineering
 Bidding Support and Construction Engineering
The scope of the renovation design shall include the following components:
 Renovation of pump room to include the following:
o Remove and replace (3) pool filtration systems
o Remove (5) and replace with (4) pool heaters
o Reconfigure pump room to accommodate new equipment and optimize space  Provide engineered construction plans and specifications for all materials  Conduct 30%, 60%, 90% design review meetings
 Develop budget construction cost estimates off 30%, 60%, 90% plans and specifications  Support building permit review process and comments
 Support Contractor bidding and contract award
 Provide construction support estimated at 16 weeks
Project Description
The City of Palm Desert (City) established the Palm Desert Aquatic Center as an amenity for residents and visitors of the City in 2011. The City is now requesting design services to assess and renovate the facility's mechanical and pump room. New technology for filtration and heating systems have become available that would increase energy efficiency and reduce the space needed for pool operations. The Scope of Services includes the engineering and design required for the future construction of these renovations.

General Conditions and Requirements
The City requires the services of a competent engineering consulting firm (Consultant) to provide all professional engineering, aquatic design, and planning services for the development of construction plans and specifications of the Project. The scope of work includes the development of the project documents and studies from conceptual engineering through to final project plans and specifications, preliminary engineering, aquatic and utility design, plan development and cost estimates.

The Consultant shall carry out the instructions as received from the City’s Project Manager and Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 662
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shall cooperate with City and any other consultants working on the Project.

City will retain responsibility for all final consultation, both formal and informal, with utility companies regarding project and utility coordination, mitigation and compensation proposals.

The Consultant will be available to provide advice and to participate in such consultations at the request of City.

The Consultant shall be responsible for reproduction, circulation, and distribution of all studies, documents, reports, and engineering drawings pursuant to the requirements of this Scope of Services.

In those instances where the Consultant believes a better design or solution to the problem is possible, they shall promptly notify City of these concerns, together with reasons therefor.

The Consultant has total responsibility for the accuracy and completeness of the plans and related designs, specifications and estimates prepared for the Project and shall check all such material accordingly. Reviews by City do not include detailed review or checking of the design of major components and related details or the accuracy with which such designs are depicted on the plans. The responsibility for accuracy and completeness of such items remains solely that of the Consultant. The Consultant or their sub-consultants shall not incorporate in the design, any materials or equipment of sole source origin without written approval of City.

The plans, designs, specifications, estimates, calculations, reports and other documents furnished under this Scope of Services shall be of a quality acceptable to City. The criteria for acceptance shall be a product of neat appearance, well-organized, technically, and grammatically correct. The minimum standard of appearance, organization and content of the drawings shall be that of similar types produced by City.

The page identifying preparers of engineering reports, the title sheet for specifications and each sheet of plans, shall bear the professional seal, certificate number, registration classification, expiration date of the certificate, and signature of the professional engineer(s) responsible for their preparation.

The Consultant shall maintain a set of project files indexed as approved by City and hand over all project files to City at the completion of the project. All studies, plans reports, data, manuals, electronic software developed, databases, spreadsheets and intellectual properties developed during the life of this contract shall become the property of City.

The Consultant shall not suspend performance of this contract during the negotiations of any change in scope of work except as they may be directed by City. The Consultant shall perform all changes in accordance with the terms and conditions of this contract.

The Consultant shall obtain, at its expense, all applicable design Manuals and Standard Plans.

The Consultant shall employ risk management techniques that identify potential risks and uncertainties related to construction of the Project. Risks that may be encountered include, but are not limited to, soil conditions, constructability, factors of safety, impacts to adjacent properties, public safety, and environmental considerations. If at any time during the performance of this Scope of Services, the Consultant observes, encounters, or identifies any Docusign Envelope ID: 535A676D-7983-4913-A3E4-036DDF44EC8D 663
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circumstance that could pose potential risk, the Consultant shall notify City.

The Consultant shall comply with OSHA regulations regarding safety equipment and procedures. The Consultant shall provide safety training for its employees.

Contract amendments are required to modify the terms of the original contract for changes such as extra time, added work, or increased costs and must be done prior to expiration of the original contract.

The City intends the contract for the Project to be Fee Not to Exceed.

Applicable standards
The Project shall be developed and designed in accordance with current City, State and Federal regulations, policies, procedures, manuals, and standards.

Schedule of work
Prospectively, the City anticipates the schedule of the work as follows:
 Notice to Proceed (NTP): September 2024
 Assessment and Data Collection: Month 1 from NTP
 Feasibility and Alternatives Analysis: Month 2 from NTP  Preliminary Engineering: Month 3 from NTP
 Final Engineering: Month 4 from NTP
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Exhibit “B”
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EXHIBIT "B"

SCHEDULE OF SERVICES
Upon the commencement of the Project, RSM shall submit for the Owner’s approval a detailed schedule for Project which may be adjusted as the Project proceeds.

PROJECT APPROACH
Phase Duration
Assessment & Data Collection 4 weeks
Feasibility & Alternatives Analysis 4 weeks
Schematic Design 3 weeks
City Review and Comment Period1
Design Development 3 weeks
City Review and Comment Period1
Construction Documents 3 weeks
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Exhibit “C”
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EXHIBIT "C"

COMPENSATION
Fee Breakdown – See attached proposal for further detail.

Phase 1 - Assessment & Data Collection $ 3,250.00
Phase 2 - Feasibility & Alternatives Analysis $ 6,500.00 Phase 3 - Schematic Design $ 9,750.00
Phase 4 - Design Development $ 9,750.00
Phase 5 - Construction Documents $ 16,250.00
Phase 6 - Agency Review $ 3,250.00
Phase 7 - Bidding Assistance $ 3,250.00
Phase 8 - Construction Administration $ 13,000.00
Total $ 65,000.00
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Riverside-San Bernardino-Ontario, CA.

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